While he works well with many people, Chris finds his services particularly in demand with businesses in Western Pennsylvania, especially when it comes to retirement plans. As a small business owner himself, Chris understands firsthand how important it is for businesses to attract and retain talented employees. Working in partnership with the business, Chris uses a defined process to help reduce internal fees, educate employees and increase employee participation. As part of his service, Chris also establishes investment committee boards to oversee plan design and investment selection of the funds in the company’s retirement plan.
Chris also has the experience necessary to handle his clients’ individual needs. He has built his practice over 20 years by helping clients plan for their retirement and achieve their goals, striving to ensure that his clients do not run out of money when they need it the most. Chris also helps clients who are experiencing life-changing events such as retirement, change of employment, unexpected sicknesses and deaths, or the transition of a family business to a loved one or family member. Having gone through it himself, Chris has a special place in his heart for helping spouses in transition because of a divorce. Faced with significant financial decisions at a delicate time in their lives, these clients value Chris’ professional guidance.
While attending Penn State University, Chris was one of the first students to receive a new degree in insurance. Four of his family members are in the insurance industry, but he blames his grandmother for starting it all. “It must be in our blood!” Chris joined Commonwealth Financial Network in February of 2002 as a Financial Advisor, and is an Investment Advisor Representative. Prior to Commonwealth, he was an account manager with The Acacia Group, and a registered representative with both The Advisors Group and John Hancock Distributors. In addition to holding the Series 6, 63 and 65 securities registrations and life, health, and accident insurance licenses, he has his AIF® designation.
In his spare time (if there is such a thing), Chris manages and coaches his 9-year-old and 12-year-old sons’ baseball teams. Which basically means he runs from field to field all over Western Pennsylvania, from April to August! In the cooler months, Chris enjoys going to his sons’ basketball games. Somewhat handy around the house from helping his family with their home remodeling projects, Chris has taken on many projects at his own home – maybe too many? Right now he is working on his kitchen. Relationships are important to Chris. Starting when he was 8 years old, he has had a passion for bowling, so he bowls weekly in a competitive league with his teammates and friends.