Chris has been advising families and business owners for over 37 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.
Chris began his career in a family-owned insurance agency in Canton, MA, moving to a position with an industry-leading insurance carrier in 1985, where he provided clients with individual insurance and investment advice. He then spent more than 30 years in regional bank investment programs in Southeastern Massachusetts and Cape Cod. Chris holds the Series 6 and 63 registrations and life, accident and health insurance licenses.
Chris now resides in Mashpee MA with his wife, MaryKate, and enjoys golf, travel and studying local history.