As lead advisor and wealth manager overseeing our Burlington, Massachusetts office, Chris is responsible for managing client relationships and advising on wealth management issues. His entrepreneurial spirit keeps the office hopping with fresh ideas, including expanding our Young Professionals Program, which provides personalized financial planning and investment management advice to help motivated professionals make well-informed decisions in the early stages of their career.
Chris joined SAGEbroadview as an associate adviser in 2011 and achieved his CFP® credentials in 2014. In 2016, he became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington office.
Chris holds a bachelor’s degree in business administration from Bryant University. He is a member of the National Association of Personal Financial Advisors (NAPFA) and is active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. He is also a member of the XY Planning Network (XYPN), the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y.
Chris is a family man at heart. He and his wife Lindsay welcomed their daughter Avery Grace to the world in 2016, and things have never been the same since.
Yankees, for sure! My father is a Yankees fan. His father was too. It’s one of those generational things. It’s in our blood.
Since Avery Grace was born, Lindsay and I have experienced more love than we ever thought possible. Our parents were great role models, giving themselves to us in a million different ways when we were growing up. Seeing their example has helped us as we strive to be good parents ourselves. Thankfully, Avery makes it easy. It’s fascinating to watch her personality emerge. She loves to be outside, running and exploring in the woods behind the house. She loves to read, especially stories about animals. Her curiosity knows no bounds. Even a passing airplane can be remarkable to her.
Avery is the boss of him. She’ll take my dad’s hand and tell him it’s time to go outside. They’ll go for walks. The joy she brings to our entire family is great to witness and be a part of. With my brother and his wife recently having their first child, James, we’re looking forward to doubling the fun in our little clan.