Christian’s Bio
Christian is responsible for:
- Financial plan design and preparation
- Retirement planning scenarios
- Insurance review
- Providing financial advice to clients
- Investment analysis
Christian became a Financial Planner over six years ago because he wanted to help families navigate the excitement of planning for their future while helping handle the stresses of the financial decisions that come with it. He brings strong technical skills, mastery at running “what-if” planning scenarios, and a fresh eye to our continued approach to delivering personalized client solutions. Christian’s go-to financial advice is your most important step wasn’t your first one, it’s your next one.
Christian hails from Wisconsin where he attended the University of Wisconsin. He is a CERTIFIED FINANCIAL PLANNER™ professional and maintains his Series 7 securities registration through LPL Financial and his series 66 through Freedman Financial.
Christian is married to his long-time sweetheart, Jessica. They have two cats named Penelope and Kirk. He is an avid supporter of the Animal Rescue League of Boston- which is where both of his cats are adopted from!
During his free time, Christian enjoys reading books on history, finance, and fantasy. Christian also roots for the Bucks, Packers, Brewers, and Badgers (…but we do not hold that against him in our Boston sports-biased office.)
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