As Managing Partner and CEO of Greenline Wealth Management, Christopher leads the firm's mission to deliver thoughtful, high-touch financial guidance to individuals, families, and businesses across the country. With over 15 years in financial services, he has built his experience around financial planning, investment management, and corporate retirement plan consulting — but what drives him most is helping clients confidently define their goals and build clear strategies to achieve them.
Christopher's path into this industry was shaped by his time at JPMorgan Chase and American Funds, where he worked across the Midwest, focusing on institutional asset management and qualified retirement plans. Those experiences taught him that successful financial guidance isn't just about numbers and portfolios — it's about building genuine relationships rooted in transparency, education, and trust. Whether advising individual families or plan sponsors for entire companies, he is committed to delivering objective advice while upholding the highest standards of fiduciary care.
What Christopher finds most rewarding about founding Greenline is creating an environment where both the team and clients can thrive. Every decision made as a firm comes back to one fundamental question: how does this serve the clients' best interests? That client-first philosophy isn't just the business model — it's who they are. Christopher earned his CRPC® certification and serves as an Investment Advisor Representative, building on his foundation from Bowling Green State University, where he was proud to play varsity baseball while earning his Bachelor of Science in Business.
Christopher's greatest joy comes from spending time with his wife and two children, who are truly the heart of his life. Family is his foundation and a constant source of inspiration in both personal and professional decisions. Being a father has deepened his understanding of why financial planning matters so much — it's about creating security and opportunities for the people you love most. That perspective shapes how he approaches every client relationship, because he understands firsthand what it means to want the best possible future for your family.
Originally from Cleveland, Ohio, Christopher now calls Boca Raton, Florida, home, where he loves the year-round opportunities to stay active through golf and competitive sports. He is passionate about travel, especially when it involves family and friends — those shared experiences remind him that wealth is ultimately about having the freedom to create meaningful memories with the people who matter most. Whether on the golf course, planning the next family adventure, or working with clients to secure their financial futures, Christopher is motivated by the same core belief: life is about the relationships we build and the legacy we leave behind.