Chris serves as the Director of Business Development & Advisor Experience for Heritage Financial Consultants. In this role, he leads advisor recruitment and supports seamless transitions into the firm. His focus is on empowering both new and existing advisors by strengthening Heritage’s advisor-centric culture that allows advisors to more efficiently and effectively serve their clients.

Prior to this position, Chris served as the firm’s Chief Operating Officer (COO) and has dedicated his entire career to the Comprehensive Financial Planning Industry. He began his journey at Heritage in 2010 as an Associate Planner, later gaining valuable experience running his own financial planning practice. He also worked at T. Rowe Price, where he managed the client service team in the private client group, before returning to Heritage.

Chris earned his bachelor’s degree in finance and his M.B.A. from Florida State University. He is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®) and an active member of the Baltimore Estate Planning Council.

He resides in Cockeysville, Maryland, with his wife and three sons. Outside of work, Chris is an avid traveler and enjoys exploring new restaurants.​