Creating synergies within all areas of your financial life.
Creating synergies within all areas of your financial life.
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Henry Ford
We're excited to introduce you to the dedicated professionals at PFS 360 who are here to support your journey. Each team member brings unique skills and experience, all focused on providing you with exceptional service. Get to know the talented individuals committed to helping you achieve your goals!
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).
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 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.
David brings three years of valuable experience in accounting and office administration to the table. He has developed a solid foundation in financial management, ensuring accuracy in financial reporting and supporting various administrative functions. Currently, he is pursuing a Bachelor of Science degree in Accounting at Johnson & Wales University, where he is enhancing his knowledge of accounting principles and practices.
In addition to his academic pursuits, David is actively preparing to sit for the Enrolled Agent (EA) examination, which will enable him to represent clients before the Internal Revenue Service.
His dedication to expanding his expertise in taxation and compliance further demonstrates his commitment to providing exceptional service in the accounting field. David is eager to leverage his education and experience to contribute effectively to a dynamic team.
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 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!
Paulette serves as an Administrative Assistant at PFS 360, bringing 30 years of valuable experience in accounting and office administration. Her extensive background equips her with the skills to effectively support our team and enhance our operational efficiency.