Retirement Plan Specialist
Chris joined the Rosemont team as our Retirement Plan Specialist to oversee retirement plan sales throughout New York. He brings a wealth of product and investment knowledge specifically in the qualified plan and rollover markets. He is an experienced pension consultant focused on fiduciary risk mitigation and cost saving strategies for all corporate and individual clients.
Prior to Rosemont, he spent 15 years working for nationally recognized retirement plan providers where he was consistently a top producer. Chris is a graduate of Siena College. He lives in Delmar, NY with his wife Shari and daughters Callie and Olivia. They also spend time at their home in Bolton Landing where they enjoy Lake George and the Adirondacks year round. He holds FINRA Series 6, 63 through LPL Financial and NYS LAH license. He also holds the AIF® (Accredited Investment Fiduciary) designation.