As a Team Lead in Waldron’s Client Service Department, Chris facilitates efficient and timely assistance to meet client needs and maintains compliance and regulatory protocols.
For more than 20 years, Chris has been helping entrepreneurs and their families simplify their financial lives. He earned an Economics degree from the University of Pittsburgh, and prior to joining the Waldron team, Chris assisted clients, handled trades, and supported firm compliance requirements at a Registered Investment Advisory firm affiliated with Raymond James Financial Services.
At Waldron, Chris builds long-term relationships through implementing financial planning strategies.
Outside of the office, Chris currently volunteers as a Sunday School teacher, after working as a youth leader for grades 7–12 for 20 years at his local church. Chris lives with his wife, Molly, and has three adult daughters.
