A small team built around the decisions that matter most — each with depth in the situations our clients actually face.
Founder, Managing Partner
Chris founded Lake House to give executives and families the counsel he believed the big firms were structurally unable to deliver. He came up through two of them. Most recently, he served as Vice President at JPMorgan Chase, where he was the primary contact for clients navigating significant investment decisions. Before that, at Bank of America Merrill Lynch in Princeton, he rose through Financial Advisor and Portfolio Advisor roles, completed the firm’s Princeton PMD program, and earned the Merrill Lynch Financial Advisor Excellence Award in 2019.
Going independent meant building the firm he wished existed: fiduciary by structure, deliberately small, and accountable to clients alone. A College of Wooster graduate and former lacrosse captain, Chris lives in Yardley with his family, coaches youth soccer, and serves on the Lower Bucks Chamber of Commerce and Blair Academy’s Board of Governors.
Partner, Director of Financial Planning
Steve has flown two careers at once. A professional pilot from age nineteen, he spent forty years in aviation while building nineteen parallel years in financial services. In 2013 he went independent, earning his Series 65 license and the CFP® and AIF® designations and founding Latitude Advisors, LLC, where he specialized in serving airline pilots and other high-achieving professionals.
He brings the discipline of the flight deck — preparation, checklists, calm under pressure — to every client conversation. An avid skier and golfer, he treasures time with his wife, three children, a grandchild, and five pets, and has served nearly two decades as an officer of a local vision-care charitable foundation.
Investment Assistant
Sarah serves as the Investment Assistant at Lake House Private Wealth Management, where she is celebrated for her extraordinary commitment to client service — always exceeding expectations. She is the steady hand behind much of what clients experience day to day: coordinating with custodians like Schwab and Fidelity, preparing and tracking account paperwork, managing distributions and money movement, and supporting portfolio implementation and performance reporting. When something needs to move — a wire form, a rollover, a correction from the custodian — Sarah is usually the one who has already caught it, chased it, and closed the loop before it ever becomes a client’s problem.
Her meticulous attention to detail and dedication to nurturing strong relationships have made her a trusted, reliable presence for the families Lake House serves. In a firm built on the promise that clients are known rather than numbered, Sarah is often the reason they feel it.
You work directly with the people whose names are on the door — not a rotating bench of junior associates. That's the point of staying independent.
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