Chris joined the Burney Company in 2018 after spending almost 15 years with State Street Corporation, a large financial services company. At State Street, Chris held various roles within the Investor Services and Global Markets businesses in Boston, MA and Los Angeles, CA. He earned a Bachelor of Science in Finance from Bentley University and a Master of Business Administration (MBA) from Boston University. Chris is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Registered Investment Advisor Representative. He is a member of the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), and Fee-Only Network.
As an advisor, Chris facilitates the exploration and implementation of a values-based, life-centered approach to financial planning. This process engages and empowers individuals and couples to maximize their resources and live meaningful and purposeful lives. Chris currently resides in Vienna, VA with his wife Lauren, daughter Avery, and beagle Beau. He works with clients locally and across the country. If you would like to connect with Chris, he can be reached via email at firstname.lastname@example.org. Alternatively, you can schedule a 15-minute, introductory video call.