I have served the wealth management needs of individuals, families and business leaders since 1994 with Merrill Lynch Wealth Management. Our Group prides itself on being both large and small: large enough to leverage the extraordinary global resources and capabilities of Bank of America and Merrill; small enough to foster the intimacy and customization deserved by multiple generations of clients.
We primarily serve individuals and organizations by assisting them in the development of personalized strategic solutions to the complex needs surrounding their long term financial needs. These pursuits include (a specialized approach) to their Individual Stock portfolio management; Risk management and asset allocation strategies; retirement planning; stock option analysis; hedging and cash flow strategies surrounding concentrated equity positions; liability management, life insurance; wealth preservation and estate transfer strategies.
Our team offers both the true intimacy and personal attention of a boutique as well as the global resources of one of the world’s largest financial services firms. We place a premium on providing attentive, and personalized client service. We value objectivity and offer premier access to some of the industry's best research and financial resources.
I graduated with a BS from Loyola University in Baltimore, MD after attending Gonzaga College High School in Washington, DC. Being a native Washingtonian, I began my career in the DC area but moved to West Chester, PA in 2003 where I currently reside with my wife Jennifer and 4 children, Ava, Sydney, Paige and Christian Jr. I am actively involved in Alumnae supported activity, various charities, as well as volunteering and coaching in my community and parish (St. Simon and Jude) where our children both attend school and play athletics. Hobbies and Interests are an important part to a balanced life and currently include golf, skiing, running/hiking, guitar, travel, and anything outdoors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.