Chris is a wealth management financial advisor based in Bethlehem, PA.
Chris joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a senior vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals and families.
Prior to serving as a senior client service associate for McQueen, Ball & Associates, Chris was a senior financial planner with RKL Wealth Management for nearly 15 years. He has been in the industry since 1996 and holds the CERTIFIED FINANCIAL PLANNER™ designation. When not with a client, Chris likes to hike, play chess, and spend time with his family.
- Bachelor of Science degree in mathematics from Pennsylvania State University
- CERTIFIED FINANCIAL PLANNER™
- Member, Financial Planning Association
- Former member, Berks County Estate Planning Council
- Board member, Berks Arts Council