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Chris is a Principal in the Los Angeles office. He manages the supervision and day-to-day operations of the financial wellness call center, as well as an acting Senior Financial Wellness Coach.

Chris entered the financial services industry in 2006. Prior to joining Cerity Partners, Chris combined his background in hospitality with finance to bring distinguished service and superior financial education to individual clients at Bank of America. Chris joined Pension Architects in 2008 and has a steadfast commitment to service and retirement plan participant education that provides clients peace of mind through independent financial empowerment. Pension Architects merged with Cerity Partners in January 2013.

He earned a Bachelor of Science in Hospitality from The Pennsylvania State University. Chris is a CFP® professional, completing the Certified Financial Planner program at Boston University. He is also an Accredited Investment Fiduciary® (AIF®) and an Enrolled Agent (EA) with the IRS.

 

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