After serving 17 years active duty in the Air Force, Chris joined the AF Reserves in 1998 and started a career in Financial Planning and Wealth Management at Merrill Lynch until he was called back to duty after 9/11. After 2 years serving in Afghanistan and Iraq, he moved to PNC Investments and quickly became a Regional Manager and then a Team Director at PNC Wealth Management.
In 2016, Chris went independent and joined Stratos Wealth Partners and LPL Financial.
Currently, he is the Resident Manager for Stratos in Western PA, manages clients of his own, and is the Program Manager for NexTier Wealth Management.
In these capacities, Chris gets to interact with clients daily, offer financial planning advice and managing investment accounts. He find it incredibly rewarding to set financial goals with clients and work to pursue them!
In his other capacities, he is privileged to help advisors considering Independence through the process of finding the right fit, transitioning their books, settling them in, and helping them grow! Working with the Stratos team and resources, he has been able to help change advisors lives in the quality of life they may have been lacking, the freedom to build a business of their own, and the financial independence they’ve sought.
Chris is Chairman of the Board of Lutheran SeniorLife, President of the Teutonia Mannerchor (German Club), and on the Board of Veterans Place on Washington Blvd. His son, Jeremiah, is in the Air Force in Alaska, and my daughter, Emily, is General Manager of a large restaurant group in Pittsburgh.
Licenses / Credentials
CFP®
Series 7 held through LPL Financial
Series 65 held through LPL Financial and Stratos Wealth Partners