Chris has worked in the financial services industry for more than 15 years. Prior to joining Valley Financial Group, Chris served as a Financial Advisor with UBS Financial Services from 2001 to 2007. In 2008, Chris moved on to Wells Fargo Advisors as a CFP™; and Vice President of Investments. In 2016, Chris joined Valley Financial Group as a Managing Partner. An experienced advisor with comprehensive wealth planning skills, Chris has been selected as a financial education speaker at many group seminars and events throughout Philadelphia and its surrounding areas.
Chris has closely worked with many individuals, families, businesses and groups in the Philadelphia area throughout his years in the finance industry. Chris is motivated by individually meeting with clients to help them strive toward their financial goals.
"Throughout my years in the financial services industry," Chris remarked, "I have seen the financial landscape change very quickly. Financial planning is much different today than it was 10 years ago. Building a skilled and versatile team that has access to high quality industry resources is paramount to my clients. Valley Financial Group customizes its resources, especially technology, to fit our clients' needs, which may not happen at every firm."
A Personal Note
Chris and his wife Lisa currently reside in Huntingdon Valley, PA, with their children Allie, Julia and Patrick. They enjoy spending time with their family at the Jersey shore.
Originally from Northeast Philadelphia, Chris has remained active coaching basketball at his alma mater, Roman Catholic High School. In both the 2014-15 and 2015-16 seasons, his teams won the PIAA (Pennsylvania Interscholastic Athletic Association, Inc.) State Championships. Chris recently stepped away from coaching to spend more time coaching his own children