Chris is a Relationship Manager and Financial Advisor at Yardley Wealth Management. He has almost twenty years of experience in the fast-paced financial industry. He provides strategic financial planning services for individuals, families, trusts, and privately-owned businesses. He has extensive experience in finance, tax, and accounting. At Yardley Wealth Management, Chris provides financial and estate planning and investment advice where he serves as a key contact in the management of new, existing, and potential client relationships. He is responsible for developing, implementing, and monitoring long-term financial plans focused on asset allocation, portfolio management, and tax planning that meet clients’ short-term needs and long-term objectives.

Chris began his career as an intern in a boutique financial services firm specializing in business valuation, forensic accounting, and litigation support. On his path to becoming a financial advisor, Chris worked in public accounting firms where he earned his CPA license in 2009, where he gained financial statement analysis experience in addition to tax and estate planning expertise. 

Chris serves on the Pennsylvania Institute of Certified Public Accountant (PICPA) Council. Council guides the direction of the PICPA by identifying and advising on issues of importance to the profession and the PICPA. Council has responsibility for evaluating and revising the PICPA strategic plan, authoring resolutions on issues affecting the profession, and proposing amendments to the bylaws. Local Connections Outside of the office, you can find Chris at any Philly sporting event, most often at the Sixers. 

Chris earned a B.S.B.A. in Accounting and Finance from La Salle University and a Master’s Degree in Taxation from the Villanova University Charles Widger School of Law, where he concentrated in Estate Planning. 

Certified Public Accountant (CPA)
Member of the American Institute of Certified Public Accountants (AICPA),
Pennsylvania Institute of Certified Public Accountants (PICPA), and the
Philadelphia Estate Planning Council (PEPC)

Professional Associations & Awards

Membership:

American Institute of Certified Public Accountants (AICPA)

Pennsylvania Institute of Certified Public Accountants (PICPA)

Member of the PICPA Council & Local Connections Committee

Philadelphia Estate Planning Council (PEPC)

Awards: 

PICPA Outstanding Service Award – 2022

La Salle University’s Jack Reardon Young Alumni Award – 2017

40 Under 40: PICPA Members to Watch – 2012