Fun and Educational
As a team, we take an educational approach to your financial situation. We strive to help bridge the gap between your life and money through a thoughtful one-on-one conversation about what you know, what you don’t, and what you care about.
We want to help you create clarity in your assets in the most tax-efficient way possible. Reach out to us to find out how you can get on the right path to the financial future you deserve.
Education and achievements
After graduating from Susquehanna University in 2010 with a double major in finance and entrepreneurship, Chris became a CERTIFIED FINANCIAL PLANNER™ professional. Not long afterward, he also earned the Retirement Income Certified Professional® and Chartered Financial Consultant® certifications.
Approach to financial planning
Chris’s instructive approach to financial planning creates a safe environment where you can ask the questions that matter most to you and get honest answers. Chris enjoys helping people feel confident about their financial future. Much of his work also involves teaming up with nonprofit organizations to provide workshops that inspire financial literacy and confidence.
He helps to coach the community and local organizations throughout their financial lives. Using combined knowledge from his team, Chris provides educational workshops to help promote financial literacy.
Leadership Director | Operations manager
As the Team’s operations manager, Kelsey provides primary support to financial professionals to ensure meeting the goal of growth within the organization. She is in charge of the back-end side of our business. Kelsey focuses on team organization, internal processing, and in-house communications. Having been a financial representative in the past, she has built a strong suit for managing the behind-the-scenes of our team. She is the primary point of contact for external vendors and manages schedule timelines and productions.
Financial Service Team Associate | Enrollment Specialist for 401(k) Participants
Robbie’s primary responsibilities are scheduling appointments and organizing client meetings. He is the point of contact for appointment confirmations and new client data entry. His role includes being the client’s first contact with the team, setting up meetings, enrolling participants, collecting customer information, and managing assignments.
Senior Client Relations Manager
As our Senior Client Relations Manager, Johanna Corrie handles the client-facing responsibilities of the team. From the very first meeting, Johanna will be there alongside you throughout the entire experience. She organizes clients’ thoughts and experiences, assists clients in both English and Spanish, and ensures all their questions and concerns are addressed forthright. With a strong focus on building, developing, maintaining, and expanding new and existing client relationships, Johanna is an integral part of the team and overall client experience.
Business Coordinator & Branding
As our newest associate, Jesse’s primary responsibilities are completing applications, learning the financial process and assists the paraplanners’ with developing financial plans. Ensures new business and paperwork are in good order and processed smoothly. Jesse manages the social media calendar as well.