Chris joined the Financial Strategies Group of RBC Wealth Management in 2007 and has more than 35 years of experience as a financial advisor. He utilizes his knowledge of the market’s history to help focus investment outlook and strategy. His CERTIFIED FINANCIAL PLANNER™ certification and AWM designation provide a detailed understanding of many products and services, from trusts and charitable gifting to insurance and other important components of estate planning services. Chris has been with RBC Wealth Management since 2004, initially in the Canandaigua, New York, office. He began his career in 1987 with Community Securities, a division of Rochester Community Savings Bank.
Chris graduated from SUNY at Brockport in 1984 with a Bachelor of Science degree in finance. He has pursued his education, earning the CERTIFIED FINANCIAL PLANNER™ certification in 1996 and the Accredited Wealth Manager from RBC’s Advanced Studies Program. Chris is an active member of his community and volunteers his time with several nonprofit organizations. He and his wife, Lisa, have four children and live in Fairport. Chris enjoys helping his niece on her farm in Skaneateles, New York, on a part-time basis. He also enjoys golfing, outdoor activities and spending quality time with his family