Helping You Achieve Your Lifetime Financial Goals
Chris has worked in the financial services industry for the past 16 years. He works with individuals, families, and small businesses to help them achieve their lifetime financial goals. His financial experience includes retirement and income generation planning, business retirement plans, and wealth management advising.
When you work with Chris, you will receive honest financial guidance, access to in-depth knowledge of financial solutions, more time to do what you enjoy most and the opportunity to simplify your financial life. His approach is friendly and down-to-earth.
Chris is a CERTIFIED FINANCIAL PLANNER TM practitioner. He obtained his CFP® certification after completing the Financial Planning Program through Boston University. Chris earned an MBA from Southern New Hampshire University and a B.S. from Bentley University with a major in Accounting and a minor in Computer Information Systems. He holds Series 7 and 66 registrations as well as a Maine Life and Health insurance license.
An active member of the Gardiner Maine Rotary Club, Chris resides in Gardiner with his wife, Sai-Lee and their two children, Avery and Arianna.
Licensed in the following states: AZ, FL, MA, ME, NH, NJ