Christopher is a third-generation financial advisor committed to continuing his family’s legacy of exceptional service. Driven by a passion for helping clients achieve their financial goals, he stays at the forefront of industry trends and strategies. With a fresh perspective and a strong foundation, Christopher brings innovative ideas to the firm while upholding its core values of integrity, trust, and personalized care.
Credentials:
- Advisor since 2023
- Studied at Durham University in England to obtain a Masters Degree in Business Administration and Management, focus in economics
- Studied at Roger Williams University for a Bachelor's Degree in Business (Marketing and Economics)
- SIE, Series 7, and 66 licenses
- Life, health, disability and variable insurance licenses
- WMSSM Wealth Management Specialist designation, in progress