About Chris
Chris helps high-net-worth families and individuals efficiently orchestrate all aspects of their financial lives, including, but not limited to, protection and sustainability planning, asset management, income tax, and estate planning. Chris communicates with clients regularly, with the main priority being to simplify their lives so that they may focus their attention on family, friends, and business. Chris has specialized in working with executives at large Fortune 1000 companies and smaller, privately held companies. Drawing on his experience, Chris works with companies to introduce corporate-level sponsored financial counseling programs for the executives and key employees, thus allowing for more productive and efficient use of the most valuable commodity – time.
Chris’s personal time is spent primarily with his wife and son. Together, they enjoy being involved in the community through youth sports programs and volunteering at various charitable organizations. When they are able to get away, they generally keep very active in outdoor activities, including hiking, biking, and golf with extended family and friends.
Education and Professional Milestones
-Plymouth State University - bachelor of science in marketing and minor in economics; MBA with a concentration in investment and finance
-Has held roles with US Trust and Bank of America Private Wealth Management as an associate wealth strategist and with The Ayco Company LP
Chris helps high-net-worth families and individuals efficiently orchestrate all aspects of their financial lives, including, but not limited to, protection and sustainability planning, asset management, income tax, and estate planning. Chris communicates with clients regularly, with the main priority being to simplify their lives so that they may focus their attention on family, friends, and business. Chris has specialized in working with executives at large Fortune 1000 companies and smaller, privately held companies. Drawing on his experience, Chris works with companies to introduce corporate-level sponsored financial counseling programs for the executives and key employees, thus allowing for more productive and efficient use of the most valuable commodity – time.
Chris’s personal time is spent primarily with his wife and son. Together, they enjoy being involved in the community through youth sports programs and volunteering at various charitable organizations. When they are able to get away, they generally keep very active in outdoor activities, including hiking, biking, and golf with extended family and friends.
Education and Professional Milestones
-Plymouth State University - bachelor of science in marketing and minor in economics; MBA with a concentration in investment and finance
-Has held roles with US Trust and Bank of America Private Wealth Management as an associate wealth strategist and with The Ayco Company LP