,CFP®, MBA
Kris partners with individuals and families to build personalized financial strategies grounded in a thorough understanding of their goals, values, and long-term vision. With an extensive background in comprehensive financial planning, he works closely with clients to develop thoughtful plans tailored to their lives and circumstances. With a focus on high-net-worth families, executives, and individuals with sophisticated planning needs, Kris specializes in executive compensation planning, concentrated stock positions, and tax-sensitive wealth strategies. His planning philosophy emphasizes long-term discipline, diversification, cost efficiency, and coordination across all areas of clients’ financial lives to help position them for long-term success.
Prior to joining Modera, Kris served as a Financial Advisor and Portfolio Consultant at Key Financial Inc., as well as a Lead Financial Planner and Financial Advisor at The Ascent Group. There, he gained extensive experience providing financial planning services to executives, high-net-worth families, and business owners.
Before entering the financial services industry and earning his MBA and CFP®, Kris served as a Captain and Executive Officer in Easy Company, 2-506th Infantry Regiment, 101st Airborne Division. His military experience included leading a 140-soldier infantry company, managing mission-critical assets, and coordinating complex operations in demanding environments.
Kris earned his M.B.A. in Finance from Drexel University and his B.A. in Interdisciplinary Studies of Social Sciences from Michigan State University. He is a CERTIFIED FINANCIAL PLANNER® professional. Kris lives in Downingtown with his wife, three sons, and two dogs. Outside of work, he enjoys spending time with family and friends, date nights with his wife, golfing, and keeping up with his children’s sports and activities.
What do you value most in your client relationships?
What I enjoy most is the personal side of working with clients. The numbers are important, but they rarely capture what really drives someone. I love getting to know people, understanding their goals, and learning what motivates them. That insight helps us create better plans, but just as important, it leads to deeper and more meaningful relationships.
What sparked your interest in financial planning? What fuels you every day in your work?
I grew up in a very service-oriented family, and that foundation continues to motivate me. I love helping people, and this profession allows that purpose to show up in meaningful ways every day. It is very rewarding to optimize a client’s financial picture, but underneath the technical aspect of what we do, what truly drives me is knowing that the work we do helps bring clarity and confidence to our clients’ lives.
How do you do good in your community?
For me, it all boils down to my kids. I feel like the greatest positive impact I can have on my community is for my wife and I to raise respectful, intelligent, and caring young men.
When you retire you’re going to…?
Spend time with family and travel a bit—maybe shave a couple of strokes off my golf game.
CERTIFIED FINANCIAL PLANNER®
Master of Business Administration
M.B.A., Finance
B.A., Interdisciplinary Studies of Social Sciences
