Chris is passionate about analyzing financial markets and investments and helping others achieve their financial goals with clarity and confidence. Since entering the financial services industry in 2006, he has been committed to delivering thoughtful, data-driven guidance tailored to each client’s unique needs.
Before joining Mercer Advisors in 2025, Chris served at D. Scott Neal, Inc. He brings a diverse background that includes active duty service in the United States Air Force, where he served as a science and technology program specialist. His disciplined, analytical approach continues to shape his work in wealth management today.
Chris holds a Bachelor of Science in physics from the University of Miami, a master’s in financial services from The American College, and an MBA from Mercer University. He is also a CERTIFIED FINANCIAL PLANNER® Professional.
Outside of work, Chris enjoys running, cheering on the Miami Hurricanes, and spending time with his two English bulldogs. He also loves relaxing with his wife and her two children, often binge-watching their favorite streaming shows together.
Lexington
3292 Eagle View Lane Suite 290 Lexington, KY 40509