About Christopher
Chris works collaboratively and empathetically with clients to navigate each phase of life, focusing on areas including investment management, retirement planning, tax planning, estate and legacy planning, risk management (insurance), and education planning. He embraces an approach to investment and wealth management that relies on evidence to help clients make informed financial decisions. He strives to streamline financial plans so clients can feel a sense of calm and confidence – that they have the freedom to fulfill all their ambitions.
Chris is a member of the Financial Planning Association of Rhode Island and Estate Planning Council of Rhode Island. Chris enjoys spending time with his wife and two sons outside of the office. An avid sports fan, you can often find him coaching in his town’s youth sports leagues in addition to rooting for his favorite local teams.
Professional Certifications
-CFP® – CERTIFIED FINANCIAL PLANNER™ professional
-Licensed insurance agent
Education and Professional Milestones
-Bentley University - bachelor of science in finance
-Bryant University - certificate program in financial planning
-Previously a wealth advisor at Briggs Advisory Group since 2008, and Briggs Advisory Group partner since 2018
-Managed Briggs’ retirement plan division
Chris works collaboratively and empathetically with clients to navigate each phase of life, focusing on areas including investment management, retirement planning, tax planning, estate and legacy planning, risk management (insurance), and education planning. He embraces an approach to investment and wealth management that relies on evidence to help clients make informed financial decisions. He strives to streamline financial plans so clients can feel a sense of calm and confidence – that they have the freedom to fulfill all their ambitions.
Chris is a member of the Financial Planning Association of Rhode Island and Estate Planning Council of Rhode Island. Chris enjoys spending time with his wife and two sons outside of the office. An avid sports fan, you can often find him coaching in his town’s youth sports leagues in addition to rooting for his favorite local teams.
Professional Certifications
-CFP® – CERTIFIED FINANCIAL PLANNER™ professional
-Licensed insurance agent
Education and Professional Milestones
-Bentley University - bachelor of science in finance
-Bryant University - certificate program in financial planning
-Previously a wealth advisor at Briggs Advisory Group since 2008, and Briggs Advisory Group partner since 2018
-Managed Briggs’ retirement plan division