Whatever your financial goals may be, Christopher works with you to develop a customized wealth management plan designed to help you pursue what’s most important to you. He begins every relationship with a conversation— asking smart, hard questions and listening carefully—to help you identify and prioritize which goals matter most to you. Whether it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, Christopher starts by listening to learn more about you and your family.
He believes the best financial approach is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? Christopher will work with you to develop an approach designed to help address your financial needs. That includes understanding in detail where your wealth stands today and where you’d like it to be tomorrow. He can help you pursue your personal financial goals while helping you manage investment risk.
Christopher has been in the financial services industry since 1996. Prior to joining RBC Wealth Management, he was at Merrill Lynch and Citi/Smith Barney. He takes great pride in working with his clients, who are high-net-worth business owners and their families—helping them build a strategic wealth management strategy and focusing on wealth planning for current investment and retirement planning.
Christopher graduated with a bachelor’s degree in business from the State University of New York, passed the Series 7, 63 and 65 FINRA exams, earned the Chartered Retirement Planning CounselorSM designation and holds life and health insurance licenses.
He resides in Smithtown, New York, with his wife, Danielle, and two sons. Away from work, Christopher enjoys playing golf and is an avid sports fan.
