After a successful career in public accounting and consulting, Chris decided to explore a long held interest in financial planning. In short order, his interest proved to be his passion. With almost 9 years of experience Chris has built a client base that values his solutions to complicated financial scenarios.
Chris believes that one of the pillars of a successful financial plan is a strong relationship between the client and planner. Open communication, mutual trust and solid strategies enable clients to take the necessary risks required for long term success. His goal is to enable clients to grow assets and meet financial goals so they can go about living the rest of their life with peace of mind.
He earned his BBA from the Isenberg School at Management at the University of Massachusetts Amherst. Chris also attained an MBA from the F W Olin Graduate School of Business at Babson College. A licensed CPA in Massachusetts, he has passed the Series 7 and 65 regulatory exams. Chris has presented financial planning workshops at Boston hospitals, labor unions, and councils on aging.
In his off time he enjoys biking, golf, kayaking and spending time with friends and family.