Meet Chris
Chris is a Wealth Advisor based in Lake Placid, New York. He joined Mercer Advisors in 2026 after running the Lake Placid Edward Jones office. He left institutional asset management after the COVID-19 pandemic for the opportunity to help individuals and their families achieve financial security. Chris earned a B.A. degree from Hobart College with a double major in mathematics and economics and was awarded highest honors in economics.
Chris’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Chris has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
His working style
Chris engages clients by listening to them carefully and understanding any financial issues going on in their lives. He strives to be thoughtful, patient, highly accessible, and service-oriented and to build long-term relationships. Chris enjoys educating his clients and explaining investment concepts.
Chris in real life
What keeps you busy outside of work?
Spending time with my wife, three sons, and two granddaughters — and our family is still growing. I enjoy family dinners, listening to music and going to concerts, and playing the mandolin.
How do you give back?
Serving as the business manager for three Catholic churches.
What makes you tick?
Actively staying informed about market developments so I can provide timely insights and help clients make informed decisions aligned with their financial goals.
Chris’s snapshots
Meet Chris’s Teammates
Tyler Frank
Client Service Specialist
What Chris Says
Tyler has tremendous administrative and technical skills as well as a great demeanor with clients. He is interested in helping and educating. Tyler has built and continues to build the knowledge to consult on plan-specific questions about general investment topics. I trust him completely to work with my clients.
Kaila Kelleher
Wealth Advisor
What Chris Says
Kaila is an impressive Wealth Advisor and a model teammate. She has extensive knowledge about a broad range of financial planning and willingly shares that knowledge.
Kevin Brady
Sr. Wealth Advisor
What Chris Says
Kevin is a collaborative role model with a wealth of knowledge about planning and investments, and he works well with clients. He takes the time to teach and share his knowledge of investments, and he is always accessible to our clients.
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