Chris is a the Director of the Retirement Plan Services Division at TriBridge Partners. He spends his day focused on helping to educate clients on how to meet their fiduciary liability and educates on enhancing plan participant outcomes.
Chris has a passion for working with people and helping them to achieve their goals. With there being such a savings shortfall in the retirement world, he finds educating clients and helping them to better manage their goals to and through retirement to be very fulfilling. His belief that all hard working people deserve to experience retirement, is what motivates him each day. Chris is committed to going above and beyond to improve the retirement plan outcomes for his clients.
With over 12 years’ experience in financial services his experience is broad, and he has worked with a range of products. Some of the products he has worked with throughout his career are; alternative investments, mutual funds, retirement plans and variable annuities. Previously, Chris was a Regional Sales Associate for AXA Distributors, a Sales Consultant at ProShares and a Relationship Manager at the Principal Financial Group. Chris’ wealth of knowledge and expertise on the recordkeeping side of the retirement plan business is a real benefit to our clients.
Chris is a loving father and husband, who has a passion for sports, music and people. In his free time, he writes music and plays the guitar. Some of his music can be found on iTunes, Spotify and YouTube.
Professional Affiliations & Education:
- Bachelors of Science, Concentration in Marketing and Finance, University of Scranton
- Series 6, 7, 63 and 65
- AIF®, Accredited Investment Fiduciary
- Life and Health Insurance Licensed