Chris currently holds his FINRA Series 6, 7 and 63 licenses with LPL Financial and the Series 65 license with Wealthcare Advisory Partners, LLC in addition to life, accident, and health licenses. He is a graduate of the University of Scranton with degrees in Economics & Finance. Prior to joining Secure Planning Group Chris had seven years of experience as a financial advisor with Northwestern Mutual. Chris enjoys working closely with pre-retirees, closely held business owners, and resident physicians transitioning to life as an attending. Chris’ areas of knowledge center
around insurance planning, investment management, and retirement income planning. In particular, Chris has extensive experience with advanced insurance planning matters; including bank financed life insurance as well as trust owned life insurance.
Chris is a native of Scranton, PA and currently resides in Radnor with his rescued golden retriever, Alabama. In his spare time Chris is an avid golfer, traveler, and wine collector.