Chris enjoys offering financial guidance, education and wealth management strategies to help families and individuals address life’s financial challenges—and to simplify and improve their lives.  When he joined Merrill Lynch Wealth Management in 2008, Chris had five years of previous experience in real estate finance. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

Chris graduated from the University of California, Santa Barbara, with a bachelor’s degree in mathematics and economics. During his years at UCSB, he studied abroad at the London School of Economics.

Chris was named to the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Duckworth Haggerty Group. (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.) Chris was named to Forbes‘ list of “America’s Top Next-Generation Wealth Advisors” in 2018 (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 25, 2018. Rankings based on data as of March 31, 2018) and Forbes’ list of “Best-in-State Next-Generation Wealth Advisors” in 2019 (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019). Chris also teaches financial planning as an adjunct faculty member of Duquesne University.