Chris is a liaison with our broker dealer on behalf of the advisors and specializes in handling Succession Planning and Acqusiitions for FAN. Chris’ passion drives FAN to excel in serving other advisors. Based out of the Washington, DC area, Chris is also Managing Partner at The Monitor Group, LLC and President of the independent registered investment advisory firm Maryland Financial Group, Inc.
With more than 20 years of experience as a business owner and financial advisor, Chris serves as a constant voice of leadership for the firm. He started his financial career at a typical brokerage firm and quickly realized he had an appetite for the business. He tried his hand at Morgan Stanley and then Citigroup Financial Services, to which his team was recruited specifically to serve the diverse community of clients. From there, the team joined an independent financial firm and began focusing on financial planning.
Chris, a U.S. Navy veteran, earned an MBA in Business Management at Strayer University and a Bachelor of Arts Degree in International Relations at George Washington University.