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.