Chris, a Senior Vice President, has been with Beacon Financial Group since its inception in July of 1996, and has over 19 years of experience as a financial consultant. In 1993, Prior to joining Beacon, he worked on Wall Street for 2 years with Lehman Brothers, Inc. and Oppenheimer & Co. where he advised individual stock and bond portfolios. After working on Wall Street, Chris worked at American Express Financial Advisors where he teamed up with Steve Locker, Randy Landsman, Gautam Misra and Richard O’Toole to form Beacon Financial Group. In addition to helping his clients plan for and pursue their goals, Chris is involved in many projects designed to help individuals and small businesses understand and manage their retirement assets. Areas of focus include 401(k), 457 and 403(b) plans; IRA Rollovers, Stretch IRAs, pre 59 1/2 early distributions (early plan distributions may be subject to tax and 10% penalty), and 72(t). He also works with individual securities such as bonds, preferred stocks and other fixed income tools. As a specialist in retirement distribution and income planning, Chris is a Chartered Retirement Planning Counselor™, and he has been accepted into Ed Slott’s Elite IRA Advisor GroupSM* where he is a Master Elite advisor. Ed Slott’s Elite IRA Advisor GroupSM* is a group of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).Chris is also a highly sought after public speaker, having done hundreds of presentations for small groups to large corporations as well as the New York City Police Department, educating the audience on Retirement and Income Planning.Chris is a graduate of the University of Hartford with a BA in Political Science and Economics and has completed the Certified Financial Planning™ program at Fairleigh Dickinson University. He was born and raised in Hunterdon County where he now resides with his wife and four children.
CRPC conferred by College for Financial Planning.