Chris brings over fifteen years experience working in the financial industry with high net worth individuals and individual investors. His experience encompasses the areas of investment advisory services, estate planning, personal financial planning and tax-advantaged planning.
Over the years he has developed a specialized financial planning process tailored to the needs of each client based on the foundation of independent, professional advice with an sophisticated level of personal service.
Chris’ process integrates investment management, retirement, estate planning, insurance, and tax-advantaged planning services so you can be confident and enjoy your money. Chris works with families, affluent retirees and small business owners in a comfortable setting.
Chris holds a BS from Husson University, with a concentration in Finance. Chris also holds an AAMS (Accredited Asset Management Specialist) certification from the College for Financial Planning.