Most successful people spend their valuable time focusing intently on creating and building wealth, but oftentimes managing that wealth and success can be daunting, laborious, and distracting from one's career and family time. Chris recognizes this in his clients and works hard every day on their behalf, providing them with more time and mental capacity to focus on what truly matters, their families and careers. That objective has naturally allowed Chris to specialize his practice to work with Healthcare Professionals, Corporate Executives, and Business Owners.
As a CERTIFIED FINANCIAL PLANNER™ professional, Chris has completed the rigorous CFP® certification process, has agreed to abide by the CFP board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, and continues to meet ongoing certification renewal requirements.
As a Chartered Financial Consultant®, Chris has completed extensive coursework in advanced applications of financial planning, focusing heavily on unique situations like buying or selling a company or medical practice, the challenges confronting modern families, and intergenerational wealth transfer and estate planning obstacles facing high net worth families and business owners.
He attended Bryant University, Smithfield, Rhode Island, where he received a Bachelor of Science in International Business in 2010. Then, in 2011, Chris began his career in wealth management when he joined The ELM Wealth Management Group at UBS Financial Services, working there until 2015 when he and his team joined Raymond James.
Chris was raised in Spencer, Massachusetts. Today, he and his wife, Farrah, live on a farm in Cumberland, Rhode Island. They have two daughters, Juliette and Coralie, as well as a black lab, Monroe. For fun and relaxation, Chris enjoys spending time with family and friends, travel, movies, audio books, and riding his motorcycle.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.