Venice, FL - Florida Office
126 Shamrock Boulevard
Venice, FL 34293
Phone: (941) 946-1028
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Chris is a dedicated financial professional who is passionate about delivering exceptional service by deeply understanding his clients' needs. He believes in the power of collaboration to create customized, comprehensive financial plans and investment strategies that may potentially help clients achieve their most important goals, both for themselves and their loved ones.
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Before joining EP Wealth, Chris was a Private Wealth Advisor at Executive Wealth Management. With over 20 years of experience in the financial services industry, he has built a diverse and accomplished career, having held leadership roles at TD Ameritrade, Investment Specialist at Charles Schwab, and founder of his own wealth advisory practice. This extensive background has given Chris a well-rounded knowledge in wealth management, client relations, and financial strategy, allowing him to offer tailored strategies that meet the unique needs of high-net-worth individuals and families.
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Outside of work, Chris enjoys spending time with his wife and daughter, cooking, and enjoying the great outdoors—especially golfing. He is a coach for his daughter's softball team, and is also committed to giving back to his community, volunteering for local projects and charities. As a volunteer for Junior Achievement, Chris helps young people develop financial and entrepreneurial skills, empowering them to make informed academic and economic decisions as they prepare for their futures.
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