Chris joined Crux Wealth Advisors’ Fairport, NY office in 2022 as an Investment Executive and Financial Advisor, RJFS. His focus each day is centered around meeting the needs and objectives of each of his clients, including tax efficient wealth planning, retirement planning, income planning, estate planning, and small business wealth strategies. At the same time, he strives to take a comprehensive approach and accommodate his clients with foresight and integrity.
With more than three decades of experience, clients know Chris for being easy to talk to, his patience and trustworthiness, and his ability to educate about the complexities of investing in a relatable manner. These qualities are vital to how he has built longstanding and fruitful relationships.
Chris was attracted to the financial services industry because he saw tremendous opportunities to help others on their financial journey and tangibly impact lives. Throughout his career, he feels fortunate to have witnessed this positive impact on his clients’ lives firsthand.
Before joining our team, Chris gained invaluable experience in the many facets of financial services. He began his career as an Investment Broker with A.G. Edwards and Sons, Inc. in 1989. In 1995, he became a Financial Consultant with AM&M Planners, Inc., and in 1998 he affiliated with Charter One Investments as a Senior Financial Consultant. Chris later joined Key Investment Services, where he served the longest part of his career as Vice President of Investments until March 2022. He earned an associate degree in Marketing from Adirondack Community College, Glens Falls, NY, and a bachelor’s degree in Communication Studies from SUNY College at Brockport, Brockport, NY.
I am originally from Syracuse, NY, and currently live in Webster, NY, with my wife, Ruth, and our two daughters, Eliana and Selah. Throughout the years, my family and I have had the privilege and joy of serving in our local church in the Worship Ministry, Sunday School Ministry, and Home Fellowship.
I enjoy gardening, lap swimming, playing guitar, singing, reading, and traveling. I also enjoy watching my daughters play sports like soccer and ultimate frisbee. More than anything, I love the time spent with my family!