Chris grew up in the small town of Norton, Massachusetts, playing various sports – basketball being his favorite. For five years, he played for a local AAU basketball team that traveled all across the country to play in tournaments. He was also the captain of the varsity basketball team while studying at Norton High School.
Chris discovered his strong affinity for numbers while studying at Fairfield University, Connecticut. He graduated with a major in accounting. Chris then joined Ernst & Young’s financial services office in Boston where he was responsible for auditing other financial institutions, banks, broker-dealers etc.
Chris wants a career in the finance industry that would allow him to make a positive difference in the lives of others. This career goal led him to Heritage in 2017. As a paraplanner he is an integral part of our financial planning team that prepares various documents and spreadsheets required for client review meetings.
Chris continues to play basketball as part of a men’s league. He also enjoys playing golf and watching his favorite Boston professional sport teams play.