Helping you make the most of your money — and your time.
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).
Clay Hanley - Office Manager
Clay brings over 20 years of experience in sales and customer support to our team. Before joining PFS 360, he worked closely with startups and small businesses, helping them craft tailored sales and marketing strategies that drive growth and visibility. Clay is passionate about building strong relationships and is dedicated to ensuring that clients receive the best support possible.
He would be happy to share more about how PFS 360 can help you achieve your goals and enhance your success. Don't hesitate to reach out to him!
Van Sao, WMS - Investment Advisor Representative
Van Sao has over 15 years of experience in the financial services industry. He is an Investment Adviser Representative with PFS 360 and holds the Wealth Management Specialist (WMS) designation.
Van began his career in financial services in 2007 as a Registered Representative with MMC Securities Corp. and later worked with Commonwealth Financial Network. He joined PFS 360 in 2021 and has served the firm in both administrative and investment advisory roles.
In addition to his financial services experience, Van has an extensive background in technology and database administration. His combination of investment, operational, and technology experience allows him to bring a detail-oriented and analytical approach to his work with clients.
Sheree Williams - Office Administrator
Sheree Williams is a seasoned administrative professional with over 25 years of experience in high level administrative operations support as well as 10 years in healthcare and insurance operations. Her skill set includes administrative organization, cost management, protocol development, and marketing efforts to drive firm growth.
Before her current role, she held positions with Blue Cross Blue Shield of RI, Xerox, Canon and NTT Data. Sheree brings diverse experience in finance, health insurance operations, leasing administration and revenue cycle management. With dynamic problem-solving and leadership skills paralleling a passion for stellar customer service and operational excellence, she will have a significant impact for our clients.