850 Cranberry Woods Drive, Suite 2228,
Cranberry Township, PA 16066
Shore to Summit has one branch location located in Cranberry Township, PA. Meet our associates, and get in touch using the contact information listed above.
Partner
Senior Private Wealth Financial Advisor
Senior Fundamental Choice Portfolio Manager
Partner
Senior Private Wealth Financial Advisor
Senior Fundamental Choice Portfolio Manager
For over thirty years, Chris has helped Individuals meet their financial needs by developing investment plans around his client’s long-term goals and risk tolerance.
Chris began his career as a financial advisor in Washington, D.C. with A.G. Edwards before moving to the Pittsburgh area where he continued with A.G. Edwards which was subsequently acquired by Wells Fargo Advisors. Over the years, Chris has been recognized as a Five Star Wealth Manager* from 2012-2018 and 2020-2025 as featured in the Pittsburgh Magazine.
Chris earned his undergraduate degree in a multi-disciplinary program from Stanford University where he attended on a full-ride scholarship. After Stanford, Chris returned to his home state of Oregon where he earned a law degree from the University of Oregon Law School and practiced briefly as an attorney. With a move to the nation’s capital and before embarking in the brokerage industry, Chris worked in the public sector at the Food and Drug Administration and on Capitol Hill as a legislative assistant to a U.S. Congressman.
In his free time, Chris enjoys reading, tennis and playing the piano. But his main passion is travel. To date, Chris and his wife, Nancy, have visited over thirty countries with more to come.
Insurance licensed in the following states: CA (Lic. # 0M77647) Resident State: PA
The Five Star Wealth Manager award was issued on June 1, 2025 by Five Star Professional (FSP) for the time period September 18, 2024 through February 28, 2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1965 Pittsburgh, PA area wealth managers were considered for the award; 211 (11% percent of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
This award was issued on June 1, 2024 by Five Star Professional (FSP) for the time period September 12, 2023 through March 29, 2024. 1854 Pittsburgh, PA area wealth managers were considered for the award; 231 (13% percent of candidates) were named 2024 Five Star Wealth Managers
This award was issued on 6/1/23 by Five Star Professional (FSP) for the time period 9/12/22 through 3/31/23. 1,818 Pittsburgh-area wealth managers were considered for the award; 233 (13% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 6/1/2022 by Five Star Professional (FSP) for the time period 9/27/2021 through 3/25/2022. 1779 Pittsburgh-area wealth managers were considered for the award; 252 (14% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2021 by Five Star Professional (FSP) for the time period 9/7/2020 through 4/23/2021. 1814 Pittsburgh-area wealth managers were considered for the award; 234 (13% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2020 by Five Star Professional (FSP) for the time period 9/16/2019 through 4/10/2020. 1886 Pittsburgh-area wealth managers were considered for the award; (12% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2018 by Five Star Professional (FSP) for the time period 9/28/2017 through 4/17/2018. 1653 Pittsburgh-area wealth managers were considered for the award; 227 (14% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2017 by Five Star Professional (FSP) for the time period 9/27/2016 through 4/11/2017. 1133 Pittsburgh-area wealth managers were considered for the award; 277 (24% of candidates) were named Five Star Wealth Managers.
Award issued on 5/1/2016 by Five Star Professional (FSP) for the time period 10/7/2015 through 4/19/2016. 1064 Pittsburgh-area wealth managers were considered for the award; 423 (40% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2015 by Five Star Professional (FSP) for the time period 10/7/2014 through 4/19/2015. 1494 Pittsburgh-area wealth managers were considered for the award; 442 (30% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2014 by Five Star Professional (FSP) for the time period 10/7/2013 through 4/19/2014. 1721 Pittsburgh-area wealth managers were considered for the award; 458 (27% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2013 by Five Star Professional (FSP) for the time period 10/7/2012 through 4/19/2013. 1777 Pittsburgh-area wealth managers were considered for the award; 545 (31% of candidates) were named Five Star Wealth Managers.
Award issued on 6/1/2012 by Five Star Professional (FSP) for the time period 10/7/2011 through 4/19/2012. 1863 Pittsburgh-area wealth managers were considered for the award; 493 (26% of candidates) were named Five Star Wealth Managers.