Over the past 21 years Chris has found that there is a difference between knowing what to do and actually following through and doing what you set out to accomplish. This applies directly to the holistic, comprehensive financial planning process.
Chris began his career in the financial services industry in 2002 after graduating with a Bachelor of Business Administration degree from James Madison University where he concentrated on Marketing and Human Resource Development. He also played football for the Dukes!
A sought-after financial advisor and student of the industry, Chris has been fortunate enough to speak in front of many fortune 500 companies and small business in the area as well as for the federal government. We provide financial education courses through corporate programs covering such topics as Social Security, Retirement Planning and Employee Financial Wellness.
It is important for clients to know that they are saving and investing in a way that is positioning them with the purpose in mind. The approach should be a careful balance between the accumulation stage of life and the distribution stage of life. Chris recognized that one financial company does not provide everything that clients need in their financial life. What we do is strategy based, accessing all of the capabilities that the financial profession has to offer.
Chris resides in Leesburg Virginia with his wife, Stacey, and their children Madison and Duke. He is a very active member of his community. When Chris is not working he spends his time with family and friends, working out, and playing golf and watching the football Dukes.