Chris provides proactive, operational support to the AAF Wealth Management team. He works closely with our Client Service and Operations Manager to make sure all tasks and projects are completed in a timely and efficient manner, and he regularly audits and updates internal controls to make sure our systems remain in compliance.
Chris acts as a liaison between AAF Wealth Management and the AAFCPAs Tax Department to ensure Advisors can apply their insight into long-range planning with full consideration for tax implications. He communicates with AAFCPAs’ lead partners as appropriate to ensure wealth advisory solutions are delivered seamlessly and in coordination with other key deliverables.
Chris earned a Bachelor of Science in Accounting from Northeastern University, graduating with Magna Cum Laude honors. He is a husband and proud dad of two high-energy children. He is a baseball coach for Hopedale Youth Baseball, which allows him to spend valuable, quality time with his son while teaching the youth of Hopedale the fundamentals of our great American past time.