Chris joins Independent Wealth Management’s Financial Planning Team as a Client Services Specialist. He has diverse experience in the financial services industry from his time working with an RIA in the Philadelphia area. His responsibilities encompassed many aspects of the financial planning process as well as holistic client service work.
Chris is a graduate of Monmouth University’s Leon Hess Business School where he earned a B.S. in Finance. He is excited to utilize his experience in the financial industry to help enhance and expand IWM’s financial planning approach. He enjoys providing assistance to clients by working with advisors to aid in the development of comprehensive financial plans, and striving to encourage them to pursue their personal and financial goals in life. In his spare time Chris enjoys working on his golf game, playing guitar, and spending time with family.