Chris has worked in the financial space since 2003, helping families, individuals, clinic owners and executives bring structure, clarity, and intention to increasingly complex financial lives.
His purpose is to transform and elevate the conversations people have about money; moving beyond isolated products and reactive decisions toward a more thoughtful, coordinated understanding of their personal economy. By making complex topics accessible and creating a judgment-free space for inquiry, Chris helps clients close gaps in financial understanding, uncover blind spots, and make decisions with greater confidence and perspective.
Chris’s work is grounded in a protection-first philosophy: protect against what can go wrong so clients can confidently invest in what can go right. Rather than treating insurance, investments, retirement planning, and cash flow as separate decisions, he places them into a broader macro context, designing a financial structure where every element supports the whole.
“Financial balance isn’t found. It’s built.”
As the founder of Statera Wealth Solutions, Chris approaches planning as architecture. His role is not to predict markets or sell products, but to design resilient personal economies, coordinating protection, assets, liabilities, and cash flow into systems that can adapt as life evolves. The result is greater efficiency, clearer priorities, and a deeper sense of both financial and emotional well-being.
Clients work with Chris for perspective, discipline, and structure. His process emphasizes intentional decision-making, reduced waste, enhanced tax efficiency, and long-term sustainability, so wealth is built by design, not by accident.
Chris also serves as an advisor with Northeast Financial Network, while operating Statera Wealth Solutions. In addition to his advisory work, Chris is a financial advocate and educator. He has spoken at numerous public and professional events, helping entrepreneurs, executives, and clinicians rethink how their financial decisions fit together over time. He is a Certified Exit Planning Advisor (CEPA®) and has earned 18 industry recognitions for his client-focused, systems-based approach to wealth design.
Outside the Office
Chris is an avid skier who spends his winters in Stowe, Vermont. When he’s not on the mountain, he’s most often found at his daughter Juliet’s lacrosse games, traveling with family, or attempting to improve his golf game. His greatest joy is time spent with his wife Nicole and daughter Juliet.
