Now in his 10th year at Barnum, Chris partnered with Ben in 2011 to build their vision of a truly unique and holistic financial planning experience for their clients. Chris spends much of his time mentoring new advisors on the SKG approach to financial planning – comprehensive analysis, straightforward action items and consistent communication to deliver long term results. With an entrepreneurial spirit, Chris enjoys working with closely held business owners on their personal and corporate planning. He holds the Certified Exit Planner designation as well as the Certified Family Business Specialist designation which allow him and the team to provide specialized advice to this unique market. Chris received a B.S. in business with a concentration in finance, magna cum laude, from Fordham University in New York.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.