About The Firm

Chris is a Rockville Centre resident with his wife Meghan and his 3 sons Lucas, Dean and Noah.  He studied Liberal Arts at Hamilton College and always had a love for business.  At a young age, he owned and operated a landscaping/snow shoveling enterprise.
Passionate about business, in 2002 he started an Employee Benefits and Financial Planning company working specifically with businesses and executives.  While taking a holistic approach to accumulating and protecting wealth, he decided to create a team of advisors & staff that can solve most financial, insurance and employee benefit related questions. Their motto is, “We help people make informed financial decisions about their wealth so that they can maximize the probability of success.”
Grateful for an amazing group of local clients and friends, Chris works hard to promote a positive community and economic growth.  In his free time, Chris is a high school football official and can occasionally be found boogie boarding on the south shore of Long Island