Christopher I. Guerrero

Christopher I. Guerrero

Client Service Associate

Chris is responsible for scheduling client meetings, onboarding clients, opening accounts and various other administrative tasks for the practice, helping to ensure clients are taken care of in any way he can and that the “ship sails smoothly.” He is passionate about helping clients feel confident in their finances.   

Originally from northern Virginia, Chris now lives in Rockville, Maryland. He’s a cat dad (to three cats) and enjoys spending time with friends and family, going to concerts and watching soccer.