Creating synergies within all areas of your financial life.
About Us
PFS 360 is a tax planning, financial planning and wealth management firm specializing in helping individuals, families, and businesses accumulate and preserve their wealth. We look at our client’s current financial situation from a 360º viewpoint and develop a comprehensive plan that defines future opportunities, risks, and methods to achieve goals. Our holistic solutions are truly in line with what fits the unique needs of each of our client’s situations.
The mission of PFS 360 is to institute a proactive approach to wealth management that will aim to greatly increase the likelihood of long-term financial health for our clients. We have seen all too often that individuals, families, and businesses have left potential net worth on the table by going about their financial lives from a reactive viewpoint. This means that actions are taken after something has already happened and this is quite often too late to maximize potential. Our proactive 360º viewpoint allows us to work with you in an effort to control your specific situation by creating positive outcomes.
Christopher D. Gauthier - CPA, CFP®, CDFA®, CIMA®
Christopher has 20 years of combined experience in the industries of investment services, public accounting, and financial planning. He is the Director of Financial Planning and Tax at PFS 360.
He is a Certified Public Account (CPA), Certified Financial Planner (CFP®), Certified Divorce Financial Analyst®, (CDFA®), and Certified Investment Management Analyst® (CIMA®). He holds a Master of Science in Accounting (MSA) from the University of Massachusetts Boston, Master of Business Administration (MBA) from Bryant University, and a Bachelor of Arts (BA) in Liberal Studies from Providence College.
Prior to founding PFS 360, he worked as a Financial Planner at Corrigan Financial, Inc. in Middletown, RI, an Investment Specialist at Banc of America Investments, in Lincoln, RI, and as a Tax Accountant at Charland, Marciano, & Co., CPAs, in Providence, RI. He is a member of the American Institute of Certified Public Accountants (AICPA).
David B. Silvia, CFP®-Director of Investment Management & Compliance
Dave has 25 years of combined experience in the Financial Services industry.
He is an Investment Advisor and a Certified Financial Planner (CFP®). He holds a Bachelor of Arts (BA) in Political Science / International Affairs from The University of California at Santa Barbara. Dave has passed the Series 7, 63, 65 and 24 securities license exams.
Dave was previously employed as a Senior Investment Advisor at Corrigan Financial, Inc. in Middletown, RI; an Implementation Specialist at Envestnet | Tamarac, Inc. in Seattle, WA; and as a Senior Product Specialist at Fidelity Investments in Smithfield, RI.
Abigail DesVergnes - Director of Customer Engagement & Marketing
Abigail DesVergnes brings a wealth of experience in marketing and customer communications to her role as Director of Customer Engagement and Marketing at PFS 360. Her goal is to ensure every client enjoys a seamless experience, from initial onboarding to ongoing support. Abigail is dedicated to making sure our team delivers timely responses and ensures customer satisfaction at every step.
Before joining PFS 360, Abigail worked with several Massachusetts newspapers, launched marketing CRMs for global companies to ensure customer satisfaction, and provided strategic communications support to executives. She holds a bachelor’s degree in communications and journalism from the University of Massachusetts Amherst.
Abigail is passionate about enhancing the client experience and is here to make sure your financial journey with us is smooth, efficient, and personalized to your needs.
Dave Metivier - Staff Accountant
David has 3 years of accounting and office administration experience. He is currently a B.S. in Accounting candidate at Johnson & Wales University. He is also preparing to sit for the Enrolled Agent (EA) to practice before the Internal Revenue Service.
Kyrie Chapman - Jr. Staff Accountant
Kieran has over 30 years of experience in operations management; encompassing sales, internal controls, accounting, and office administration.
Clay Hanley - Business Development Lead
Clay has over 20 years of experience in sales and customer support. Prior to joining PFS 360, he specialized in working with startups and small businesses on their sales and marketing activities.
Paulette Houle - Administrative Assistant
Paulette is an Administrator Assistant at PFS 360 and has 30 years of experience in the accounting and office administration industries.