firstname.lastname@example.org | 631.227.3900
Chris joined GMAG in 2012.
As part of the Wealth Strategies Team, Chris is responsible for the analysis and development of financial planning strategies to help our clients achieve their long-term financial and personal goals. Chris works with clients to evaluate their goals and objectives and develop a financial plan that addresses each key component of our six step financial planning process: evaluation of their current financial situation, risk management, tax planning, investment planning, retirement planning, and estate planning. Chris is continuously evaluating financial planning strategies and navigating tax law changes to proactively update our clients and tailor their financial plan as appropriate.
Chris received a B.S. in Finance from St. John’s University, Peter J. Tobin College of Business in 2009. He then obtained his MBA in Accounting at St. John’s University in December of 2012. Chris is both a Certified Public Accountant, CPA, Life Insurance Agent and a CFP® practitioner.
Chris lives in Bayside, NY with his wife Deanna. He enjoys playing hockey and spending his weekends at the marina with his wife.