Chris joined Bala Financial Group in early 2016 and has over 14 years of experience in the Financial Services Industry, most notably his previous involvement in Vanguard’s “Ultra High Net Worth” client division. Chris leverages his experience to help clients understand the complexities of Estate Preservation and Retirement Planning. As a Certified Financial Planner™ professional, Chris focuses on understanding his clients’ personal financial situation and then helps them implement a strategic plan for their financial future.
Chris also has strength in helping business owners and executives review their company retirement and insurance needs.
Chris will tap into the many resources and utilize his experiences with Professional Baseball, Coaching/Consulting Baseball Players, Leading a Youth Leadership Group, Chairman of the St. Basil's Knights of Columbus Membership Committee, Supervisor/Inventory Management at Home Depot, Relationship Administer while at Vanguard, and Financial Advisor/Office Manager at Legacy Planning Advisor Group.
Chris enjoys active lifestyle with his wife, Kristy and son, Hudson, and he likes spending quality time with family, friends and his local community.