In 2022, Chris joined Crux Wealth Advisors as an Investment Executive and Financial Advisor in our Fairport, NY office. In the subsequent year, he played a pivotal role in Crux’s business growth by establishing an additional branch in Murfreesboro, TN.
His focus each day is centered around meeting the needs and objectives of each of his clients, including tax efficient wealth planning, retirement planning, income planning, estate planning, and small business wealth strategies. Chris utilizes a comprehensive approach, applying his foresight and integrity to accommodate clients.
With more than three decades of experience, clients recognize Chris for his approachability, patience, trustworthiness, and ability to explain the complexities of investing in a relatable manner. These qualities are vital to how he has built longstanding and fruitful relationships.
Chris was attracted to the financial services industry because he saw tremendous opportunities to tangibly affect lives by helping others on their financial journey. He considers himself fortunate to have witnessed this positive impact on clients’ lives throughout his career.
Before joining our team, Chris acquired valuable experience in the many facets of financial services. He began his career in 1989 as an Investment Broker with A.G. Edwards and Sons, Inc. In 1995, he became a Financial Consultant with AM&M Planners, Inc., and in 1998 he affiliated with Charter One Investments as a Senior Financial Consultant. Chris served the longest part of his career with Key Investment Services, where he served as Vice President of Investments until March 2022.
Chris earned an Associate degree in Marketing from Adirondack Community College in Glens Falls, NY and a Bachelor’s degree in Communication Studies from SUNY College at Brockport in Brockport, NY.
I am originally from Syracuse, NY and have been an upstate New Yorker my whole life until recently moving to Murfreesboro, TN with my wife, Ruth, our two daughters, Eliana and Selah, and of course our two toy poodles, Chasey and Tucker! Throughout the years prior to our move to Tennessee, my family and I had the privilege and joy of serving in our local church in the Worship Ministry, Sunday School Ministry, and Home Fellowship.
I enjoy gardening, exercising, playing guitar, singing, reading, and traveling. More than anything, I love the time spent with my family!
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
