With over 10 years in the Financial Services industry, Chris is dedicated to helping high-net-worth individuals, business owners, executives, young professionals, and retirees achieve their financial goals through comprehensive financial planning and sophisticated investment management.
As both a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA), Chris combines expertise with a passion for simplifying clients’ financial lives while guiding them towards financial security. Chris believes in a holistic approach to wealth management, ensuring that his clients not only understand their options but also feel empowered to make informed decisions.
Originally from the small town of Norton, Massachusetts, Chris grew up with a love for watching and playing sports; basketball being his favorite. For many years, he played for a local AAU basketball team that traveled across the country to play in national tournaments. Upon graduating from Fairfield University with a degree in accounting, Chris started his career in Ernst & Young’s financial services office in Boston where he was responsible for auditing other financial institutions, banks, and broker-dealers.
In 2017, Chris joined Heritage wanting to continue a career in finance but making a more direct and lasting positive impact on the lives of his clients. Additionally, Chris is an active member of the Boston Estate Planning Council currently serving as the Chair of the Membership Committee.
Chris resides in Norwell and in his free time enjoys spending time on the golf course or out hiking with his dog, Ollie. Chris is an avid NBA fan and can always been heard talking about the Boston Celtics.