Chris comes to Financial Foundations with a background rich in the financial services and operations industry. As a paraplanner, Chris finds fulfillment working with advisors to help clients and their families navigate retirement goals, deal with life changes, and gain overall financial growth. Each person coming in the door has different needs and aspirations. He enjoys hearing their stories and having a personal connection with those he helps.
Prior to joining our team, Chris spent 15 years at State Street Corporation in Boston. While there, his clients included some of the world’s premier financial firms and organizations. Chris graduated with a finance and economics degree from Massachusetts College of Liberal Arts. Chris holds the FINRA Series 7 securities registration.
Chris lives in Hopkinton with his wife, Kristin, and dog, Penny. He is expecting his first child this summer. He spends his free time working on home improvement projects, traveling to new places, and woodworking. When not at work or home, you will most likely find Chris enjoying the Berkshires, New Hampshire’s lake region, or coastal Maine.
Chris can be reached at firstname.lastname@example.org or 508.620.1000 x228.
How do you explain what you do for work to your family and friends?
Working in financial services, I help people develop strategies that will allow for a lifetime of financial security and achieving their financial goals.
What is exciting you the most about Financial Foundations' future?
I enjoy being a member of a team that is always looking toward the future and how we can consistently deliver high-quality outcomes for our clients.
If you were not at Financial Foundations, what do you think you would be doing?
If I wasn’t working in the financial services industry, I’d probably start my own woodworking business.
When you are not working, how do you spend your time?
I enjoy traveling (especially to national parks and Europe), music and going to shows, trying new microbrews, working on home improvement projects, and following Boston sports.
What is your motto/words you live by?
Great things never came from comfort zones.