Creating synergies within all areas of your financial life.
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.
Kyrie Chapman - Jr. Staff Accountant
Kieran has over 30 years of experience in operations management, specializing in bookkeeping and QuickBooks. His extensive background encompasses sales, internal controls, and accounting, making him a valuable asset to our team. Kieran's attention to detail ensures that our financial transactions are accurately recorded and reported, which is essential for informed decision-making.
His commitment to maintaining precise financial records greatly contributes to our overall efficiency and success.
Clay Hanley - Business Development Lead
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!
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.
Cindy Waterman - Sr. Tax Preparer
Cindy serves as a Senior Tax Preparer at PFS 360, bringing over 30 years of experience in tax preparation and financial services. She is license by the IRS as an Enrolled Agent. Her extensive background equips her with the knowledge and expertise to provide accurate and efficient support, ensuring a seamless tax process for our clients.