Creating synergies within all areas of your financial life
PFS 360 is a 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 has 18 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).
Van has 4 years of experience in the financial services industry. He is an Investment Advisor Representative and the Firm Administrator at PFS 360.
He has passed the Series 65 financial licensing exam.
Prior to joining PFS 360, he worked as a Staffing Manager at All Star Staffing, LLC. His financial background includes several years as a Registered Representative at MMC Securities Corp and a Client Services Analyst at Commonwealth Financial Network.
Chris has 10+ years of experience in the customer service, management, and sales industries. He is the Administrative Associate at PFS Tax.
He has an A.S. in Business Management for Community College of Rhode Island.
Amy joined PFS 360 in 2023 to assist with client onboarding, account paperwork, and obtaining compliance documentation.
Melissa has 27+ years of experience in the administrative industry. She joined the PFS Tax team in 2023.
She has a B.S. in Business Administration from Southern New Hampshire University.
Shannon has 18 years of experience in the marketing industry focusing on brand development, social media management, website design, and digital marketing strategy.
She holds a Master of Arts in Integrated Marketing Communications from Saint Bonaventure University. Shannon's experience has spanned working in the Health IT, education, construction, and financial fields.