Chris joined HB Wealth in January 2025 after working with WMS Partners as a Principal and Senior Client Advisor since 2019. He joined WMS Partners’ Shareholder group in 2021. He is a trusted Senior Wealth Advisor to his clients, as well as a Team Leader, overseeing the delivery of Family Office services by multiple client teams. Further, he serves as Chair of the Advanced Planning Committee.
Prior to joining HB, Chris was a Wealth Strategist for GenSpring SunTrust Private Wealth, and prior to that, with GenSpring Family offices. He spent 13 years there working exclusively with ultra-high net worth families, serving as a trusted advisor and delivering services ranging from Estate and Tax planning to family education and governance.
Active in his professional community, Chris is a member of the Financial Planning Association and is a leader within its Maryland chapter, where he was a member of the board and the Chairman of the Membership Committee. He is also a member of the Howard County Estate Planning Council.
Chris earned his Bachelor’s degree in Economics from the University of Maryland and is an active alumnus. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Trust and Fiduciary Advisor.
Chris spends his personal time with his wife, two sons, and two dogs at their home in Columbia, MD. He enjoys coaching youth sports, spending time on the Chesapeake Bay, and performing his own auto and home maintenance.