Financial planning and beyond

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As a CERTIFIED FINANCIAL PLANNER™, Chris has extensive training in financial planning, retirement planning, estate planning, investments, employee benefits, insurance, and education funding. He loves working with successful investors and being on the front line of advising private clientele, business owners, retirees and contemporary professionals.

Chris graduated from Indiana University of Pennsylvania where he was awarded a scholarship to study Economics. Prior to joining Montchanin Wealth Management in 2015, Chris lived in Atlanta, GA for five years and worked on the Corporate Retirement Plan Desk at John Hancock. While there, he helped business owners analyze and implement corporate retirement plans. At John Hancock, he also completed the Elon Executive Sales Program at Elon University in 2013.

Outside of the office, Chris enjoys spending time with his wife, golfing, watching soccer and the Philadelphia Eagles, playing with his labradoodle, and is Past President of the Wilmington West Rotary Club.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Indiana University of Pennsylvania, B.A. in Economics

• CERTIFIED FINANCIAL PLANNER™

20 Montchanin Road
Suite 170
Greenville, DE 19807

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• DC
• DE
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• MA
• MD
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• NC
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• NY
• PA
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• TN
• TX
• VA

30 years of experience means Bob managed clients' wealth and navigated their financial goals through seven stock market corrections, three wars, and four recessions. Being a CERTIFIED FINANCIAL PLANNER™ (CFP®) Bob believes in thinking strategically, acting tactically and continual planning as a proven process for smart, long term investing.

“Communicate, communicate, communicate” defines Bob’s belief on how he constantly addresses the changing issues that impact client portfolios and how he stays actively engaged while listening and anticipating their needs.

Bob's areas of focus include: development and execution of estate planning strategies, alternative investments, trust-related services, financial and retirement planning, and asset allocation modeling.

Bob joined UBS in 2008 after a long career at Morgan Stanley (1982-2008) where he also served as branch manager for eight years. He received a B.S. in Economics from the University of Delaware and completed the Dean Witter Reynolds Advanced Branch Manager Program at the Wharton School at University of Pennsylvania. Outside the office, Bob is active in the community. He is a member of the Wilmington West Rotary Club where he served as President, Treasurer, and Secretary and is actively involved with Nativity Preparatory School of Wilmington where he served as Chairman of the Board of Trustees.

• University of Delaware, B.S. in Economics
• Wharton School at University of Pennsylvania, Dean Witter Reynolds Advanced Branch Manager Program

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER™

20 Montchanin Road, Suite 170
Greenville, DE 19807

• AL
• AZ
• CA
• DC
• DE
• FL
• GA
• ID
• KY
• MA
• MD
• ME
• MS
• NC
• NJ
• NM
• NY
• PA
• SC
• TN
• TX
• VA
• WA
• WV

Blake graduated from Auburn University with a Bachelors in Accountancy in 2012. Prior to joining Montchanin Wealth Management in 2021, Blake worked in various fields of the Accounting Industry including both Public and Private Accounting. Blake started his career with Whisman Giordano Associates, obtaining the title of Senior Accountant before the end of his tenure. Most recently he served as the CFO of Host Merchant Services and 302 Properties, managing the day-to-day accounting activities of both businesses.

He currently holds a Series 7, Series 66, Accident and Health Insurance, Life & Fixed Annuities, and Variable Life & Annuity License.

In his free time, Blake enjoys spending time with his wife and newborn baby along with their two pets as well as supporting all Auburn University athletic teams. Blake is also the President-Elect of the Brandywine Hundred Rotary Club. 

• Auburn University, B.S. in Accountancy

20 Montchanin Road, Suite 170
Greenville, DE 19807

• AZ
• CA
• DC
• DE
• FL
• GA
• IN
• MA
• MD
• ME
• NC
• NJ
• NV
• NY
• PA
• SC
• TX
• VA

Kerri joined the Montchanin Wealth Management Team in May 2018, following 4 years in the industry at Capital One Investing. She strives to provide an exceptional client experience and serves as the front line of communication focusing on our clients everyday financial needs.

Kerri holds FINRA Series 7 and 63 securities licenses and earned a B.A. degree in Criminal Justice with a Minor in Psychology from Kutztown University of Pennsylvania. Formerly a Bucks County, PA resident, she now resides in Wilmington, DE where she enjoys spending time with her fiancé and traveling.

• Kutztown University of Pennsylvania, B.A. degree in Criminal Justice with a Minor in Psychology

20 Montchanin Road, Suite 170
Greenville, DE 19807