“On behalf of business owners and successful individuals, I offer a deep focus on retirement and exit strategies, tax efficiencies and employee benefit plans.”

Chris has established himself as a “go-to advisor” for individual, corporate and institutional clients in Pennsylvania and coast-to-coast, by designing and implementing worry-free retirement strategies. With more than 20 years of wide-ranging financial experiences – including time spent in M&A and commercial real estate as a corporate CPA – he offers clients an uncommon perspective on building wealth and improving retirement readiness for themselves and, in many cases, their employees.

 

“I help smart people make better, more informed financial decisions, and turn their money and assets into amazing stories.”

For all clients, Chris looks to formulate thoughtful asset, lending, liquidity, tax and risk strategies, with the goal of making their money work harder. His efforts have brought him introductions to couples accumulating wealth, as well as women and men going through the divorce process. Encouraging both spouses to participate, Chris often mediates difficult discussions to help educate and create realistic next steps.

 

“I’ve spent the last 15+ years building worry-free retirements for individuals, business owners and their employees.”

A former corporate CPA, Chris enjoys “talking the talk” with clients’ CPAs and attorneys – proactively calling them and facilitating aligned efforts across tax minimization, exit planning and estate planning strategies. Unlike many of his peers, Chris looks closely at clients’ tax ramifications throughout the year – not just at tax time – and stays abreast of new regulations that can benefit his clients in the near term and for generations.

 

Background

Chris is a graduate of Rutgers University, where he earned two Bachelor of Science degrees – one in Accounting, the other in Finance. Chris is also a Certified Public Accountant*. In addition to quality time spent with his family, Chris serves on the board of Project 440 as treasurer – mentoring and civically engaging young musicians and teaching financial literacy to underserved youth and families in the Philadelphia region.
*Chris does not provide any legal or tax advice in his role at Merrill
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.