Chris is dedicated to putting clients’ interests first and helping them achieve their financial goals through comprehensive financial plans and customized investment management strategies. He takes pride in guiding families through complex financial decisions, enabling them to make informed choices. Before joining Mercer Advisors in 2015, Chris had 20 years of financial services experience including at First National Bank of Chester County and at Corestates Capital Markets. He is a CERTIFIED FINANCIAL PLANNER® Professional and a Certified Trust and Financial Advisor. Chris also holds a Bachelor of Science degree in economics and has earned certificates in financial planning from NYU and data analytics from UPenn. He resides with his family in West Chester, Pennsylvania, where he serves on the Business Improvement District’s Board and provides free financial planning for lower-income widows through Wings for Widows. In his spare time, Chris enjoys volunteering with his family in the community and trapshooting.
Radnor
100 West Matsonford Road Suite 4-200 Radnor, Pennsylvania 19087