With nearly 25 years in the Financial Services industry, Kris has extensive experience delivering integrated wealth and estate planning, retirement planning, and risk management solutions to clients. In addition to his advisory role at BakerAvenue, he focuses on working with strategic partners, such as attorneys and CPAs of clients, to develop lasting relationships.
Prior to joining BakerAvenue, he spent the first seven years of his career at two prominent wealth and estate planning firms in and around New York City. He later joined Fidelity Investments where he worked for ten years as a Vice President, Financial Consultant in their Orlando Branch and as a Vice President, Wealth Management Advisor for their Private Wealth Management division serving ultra-high-net-worth clients in northern Florida.
Kris holds a Bachelor of Science in Financial Management from Clemson University and currently belongs to the Financial Planning Association of Central Florida.
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