About Chris

We're happy that you found your way here!  First, there's' a few things you should know about me.

I enjoy working with young, busy families and business owners.  Life can be hectic and I strive to brings clarity to what's most important.  Our team also works with established professionals in the tech, medical and healthcare, marketing/advertising, and engineering fields.  With all of our clients, our goal is to work with you to prioritize the goals for today and tomorrow and develop strategies to get you there.

In my personal life, I live in the Fishtown neighborhood of Philadelphia with my partner, Anna, and our chocolate lab, Liberty.  We enjoy taking advantage of this great little neighborhood by supporting many of the local restaurants and coffee shops each week.

I'm also a proud graduate of Temple University and the University of New Hampshire.  Prior to starting my planning practice, I spent a few years working in higher education with a focus on student development.

Areas of Expertise

Financial Planning

Tax-Efficient Strategies

Life Insurance Strategies

Disability Planning

Retirement Planning & Income Strategies

Education Planning & Funding

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with: