Chris has more than 19 years of experience serving individuals and business owners as a Financial Advisor. Chris earned the Accredited Investment Fiduciary® (AIF®) Designation in 2022. Attainment of the AIF Designation demonstrates the understanding of the Prudent Practices® and methodology.
Prior to starting Beyond Wealth Management Chris was an Admissions Adviser at the State University of NY at New Paltz.
Chris currently sits on the board of directors of Woodland Pond at New Paltz (CCRC). He is also an active member of Business Networking International as well as member and past president of the New Paltz Regional Chamber of Commerce and former trustee of the Mid Hudson Children’s Museum.
When he is not working, Chris enjoys hiking, snowboarding and cooking.
In his prior life he was a Food Tour Guide.
Felice joined Beyond Wealth Management in 2015. Felice supports the team by opening and maintaining client accounts as well as various administrative functions including overseeing the progression of special projects.
When she is not working, she enjoys golf, skiing and traveling.
In her prior life she was an Interior Decorator.
Aidan joined Beyond Wealth Management in 2018 as a student intern while attending SUNY New Paltz. Upon his graduation he was hired as a Portfolio Analyst. Aidan earned the Accredited Investment Fiduciary® (AIF®) Designation in 2022. Attainment of the AIF Designation demonstrates the understanding of the Prudent Practices® and methodology. Aidan supports the team by overseeing internal systems and mentoring interns.
When he is not working, he enjoys spending time in NYC and biking.
In his prior life he was a Wedding Planner.
Marie joined Beyond Wealth Management in 2015 with over 20 years in the industry. She works to fit individual client needs with an emphasis on long-term relationship building as well as excellent customer service.
When she is not working, she enjoys gardening, cooking and vacationing.
In her prior life she was a Nurse.
Christy has more than 6 years of experience working in college admissions as an assistant director of admissions at selective colleges. She brings unique skills, knowledge, and experience to the student seeking guidance in the complex process of college admissions.
Christy also works as a fitness coach and personal trainer.
When she is not working, Christy enjoys hiking, skiing and singing.
In her prior life she was a Wine Sommelier.
Dave has more than 20 years of investment and financial services experience. He was the regional manager of a Fortune 500 investment and insurance company and owned several small businesses in the Hudson Valley. Dave’s expertise in business plays a vital role in the operation of Beyond Wealth Management Group. His focus is advising families on managing the financial and logistical issues that arise when caring for aging parents.;
When he is not working, Dave enjoys basketball, spending time with his grandchildren, and travelling to Key West.
In his prior life he combed beaches for buried treasure.