Chris joined AspireWealth Planners in August 2018. He is responsible for helping assist the continued growth of the organization, and overall growth and development of the firm’s adviser base.
Chris comes to us with 30 plus years of experience in financial services including overseeing and directing operations for complex broker dealers and registered investment adviser organizations. Chris has an in depth knowledge of serving as a team leader with a history of building, training, developing, and directing high performance sales and operations teams. He is also proficient in developing and implementing new services and technology to help support practice development.
At AspireWealth Planners, Chris is dedicated to leading advisers and adviser teams by helping educate them and support their businesses through strategic planning and execution, relationship building, team building and leadership. Regardless of whether or not an adviser is brand new in the business or an industry veteran, Chris will serve as their advocate to help them achieve the goals and objectives of helping support their clientele achieve financial independence throughout all life’s stages.
Chris graduated from Yale University with a Bachelor’s Degree in Architecture. He currently holds the following industry related licenses: FINRA Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 65, and Life and Health. Additionally, he is a member of Professional Affiliations including GAMA, NAIFA, and the Financial Planning Association.
Chris’ career is a family affair, as his wife is not only a top Financial Adviser but also his partner for their most important team—their family. Chris and his wife, Anurati, currently reside in Brookeville, MD with their daughter, Maya. Chris’ passions include his family, travel, photography, film, golf, and coaching fast pitch softball.