Chris began his career in financial services in 2018 and joined Mercer Advisors as an associate wealth advisor in September 2023. Prior to that, he served as an investment associate at Fiduciary Trust International in Radnor, Pennsylvania.
In his current role, Chris supports clients through every stage of their wealth management journey, from portfolio construction to estate and retirement planning. He is passionate about building strong relationships and takes pride in helping clients navigate complex financial decisions with confidence. Chris approaches each relationship with curiosity and care, recognizing that every client brings unique goals, concerns, and strengths.
Chris is both a CERTIFIED FINANCIAL PLANNER® Professional and a Chartered Financial Analyst®. He holds a dual degree in finance and marketing from the University of South Carolina.
Based in San Diego, after departing the east coast, Chris enjoys an active lifestyle that includes surfing, hiking, boxing, and cheering on his hometown Philadelphia sports teams.
Indian Wells
74-785 Highway 111 Suite 202 Indian Wells, California 92210