Chris serves as the Chief Operating Officer, COO, for Heritage Financial Consultants. Prior to his role as COO, Chris has spent his entire career in the Comprehensive Financial Planning Industry. He began his career at Heritage in 2010 as an Associate Planner. Chris also gained experience running his own financial planning practice for a few years. After working for T. Rowe Price, he re-joined Heritage, managing the client service team in the Private Client Group. Chris brings a unique perspective to his current role from his experience with Heritage, having his own practice, and working for a Fortune 500 company.
Chris earned his bachelor’s degree in Finance from Florida State University. He obtained a certification as a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and is a current member of the Baltimore Estate Planning Council.
Chris resides in Cockeysville, Maryland, with his wife and two sons. He is an avid traveler and enjoys trying new restaurants.
- B.S., Florida State University
- Trying new restaurants
- Baltimore Estate Planning Council
- Registered Investment Advisor Representative
- FINRA Series 7 & 66 registered
- Life and Health insurance registered
- CERTIFIED FINANCIAL PLANNER practitioner (CFP®)