Chris works with individuals and businesses to help them address their needs for wealth management and preservation as well as timely distribution of their assets. His 23 years in the financial services industry inform his straightforward approach. He specializes in risk management, with capabilities ranging from helping a young family find the most cost-effective life insurance plan, to helping a closely held corporation seamlessly transfer the business to the next generation, to assisting in estate tax funding strategies. “My goal is for my clients to feel that no matter what life disaster may occur, they know that they will have the financial stability to get through it,” he says.
He lets clients know that no question or concern is too small for him to address. He enjoys interacting with and helping people every day.
Before affiliating with Raymond James and North Atlantic Investment Partners, Chris worked as a financial advisor at HTK Inc., AXA Advisors Group and Ameriprise Financial. Chris currently holds the Series 6, 7, 63 and 65 securities licenses, and a life, accident and health insurance license.
Chris graduated magna cum laude from University of Massachusetts with a bachelor’s degree in business administration and a concentration in marketing. He is a member of Beta Gamma Sigma. Chris earned the CFP® certification after successfully completing the academic and testing requirements. The CERTIFIED FINANCIAL PLANNER™ certification is considered one of the standards of excellence for competent and ethical personal financial planning. He has also earned the Chartered Life Underwriter® designation.
Originally from Billerica, Massachusetts, Chris presently resides in Andover. He enjoys spending time with his wife, Nicole, and their three sons, Christian, Cole and Chase. When he is not working, you might find Chris coaching his sons in hockey and baseball teams, playing hockey, doing CrossFit or participating in physical challenges such as GoRuck and Spartan Race.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
