As an Investment Adviser Representative, Chris is the go-to guy. He works primarily with pre-retirees and retirees on their social security analysis, 401(k) options, and navigating retirement through cash flow planning, and legacy and estate planning. He also provides guidance with 403(b) accounts, annuities and life insurance options. Call or email Chris for appointments.
Chris was born and raised in Endicott and earned a business management degree from Keuka College. After seeing how the 2008 recession affected his friends and family, Chris became passionate about helping others with their financial wellbeing. He lives in Vestal with his wife Jen and daughters Mackenzie and Ellison. He enjoys spending time with his family and playing golf.