Chris joined Investment Insight Wealth Management in 2016 and serves a key role in handling client communications, administration, and operational functions. Within the office Chris consistently strives to enhance and streamline communication for more effective customer service. A graduate of Nassau Community College and Adelphi University, Chris is preparing to complete his Series 65 certification and has plans to obtain a master’s degree in finance.
Motivated by the opportunity to help people save for their future, fulfill their needs, get out of debt, and live richer, simpler, meaningful lives, Chris brings a deep compassion for people to his work. He is dedicated to helping guide those in financially challenging situations to a satisfactory solution.
What Chis enjoys most is getting to know clients as individuals, learning about their goals and ambitions and the passions that drive them. A skilled communicator and good listener, he builds and maintains strong relationships with clients and others. Chris lives each day to the fullest with a strong sense of gratitude.
In his spare time, Chris enjoys time with family and a variety of sports. His ideal day would include going for a swim, a round of golf and time with the company mascot, Jazz, the chocolate Lab.