Chris is a CERTIFIED FINANCIAL PLANNER™ professional. Chris's responsibilities include rebalancing client portfolios, reviewing financial plans, and presenting recommendations to clients. Chris is passionate about the learning process and helping others grow, and he taught English as a second language in China prior to joining the firm in 2017.
Chris earned his Master of Science in Financial Planning (MSFP) as well as his Certificate in Financial Planning from the College for Financial Planning. He earned his Bachelor of Arts from Boston University, magna cum laude. At Boston University, he was presented with the Departmental Prize for Excellence in English Language as well as the Alice M. Brennan Award from the Boston University Center for the Humanities.
Chris currently resides in Milford, NH with his wife, Kristin. In his free time, he enjoys reading history, doing home projects, and volunteering with SHARE Outreach in Milford. In addition, Chris provides pro-bono financial planning to recent widows through the Wings for Widows program.