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“The most enjoyable part of being a financial advisor is getting to know clients, finding out more about their families, learning about how they made their money and how they want to spend their money. Conveniently, it positions me to give better advice to my clients.”
Chris joined Lexington Wealth Management in 2022 as a Senior Wealth Advisor. He brings 20 years of experience in the wealth management ﬁeld, having worked at several ﬁrms, including Cambridge Trust Company, Adviser Investments and Charles Schwab. As a CERTIFIED FINANCIAL PLANNER™, Chris focuses on helping clients realize their unique ﬁnancial goals and objectives, advising them on all aspects of wealth management, including retirement, tax and estate planning. Chris says that some of the most rewarding moments of his career come from leveraging his ﬁnancial planning knowledge to help clients make some of the most important decisions in their lives.
Chris obtained a Bachelor of Arts from Rollins College in Winter Park, Florida in 2002. He then completed the CERTIFIED FINANCIAL PLANNER™ certification at Merrimack College in 2010 and earned an MBA from the McCallum Graduate School of Business at Bentley University with a concentration in Economics of Financial Markets in 2015. Always looking to collect more textbooks, he achieved the Behavioral Financial Advisor™ designation in 2020 and subsequently completed the IRS sponsored tax program to earn the Enrolled Agent in 2021.
Outside the ofﬁce, Chris has been an avid golfer from a young age, but is still yearning for his ﬁrst hole in one. He is an active supporter and fundraiser for the National MS Society. For 10 years he has led a team participating in Bike MS as they cycle and raise money for the cause. Chris and his wife live in Arlington with their young daughter and energetic rescue pup, Maisy.
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