Christopher has 15 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 PFS360. Chris is also an Adjunct Professor at Roger Williams University’s Gabelli School of Business & a Tax Planning Instructor for the Bryant University Online CFP® Program.
He is a Certified Public Account (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst®, (CDFA®). 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 PFS360, 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) and the Financial Planning Association of RI.
Dave has over 25 years of combined experience in Financial Services as an Investment Adviser, Financial Planner, and Institutional Wealth Manager. He is the Director of Investment Operations at PFS360. He is a Certified Financial Planner™ (CFP®) and has passed the FINRA Series 7, 24, 63 and 65 exams. Dave holds a Bachelor of Arts (BA) Degree in International Affairs and Political Science from The University of California at Santa Barbara.
Prior to joining PFS360, Dave was a Senior Investment Advisor and Financial Planner at Axis Advisors in East Providence, RI. He has worked as a Financial Planner with Barry Investment Advisors, as an Implementation Consultant at Envestnet|Tamarac and a Senior Product Specialist at Fidelity Investments.
Financial Planner/Staff Accountant
Katie has experience in the industries of public accounting and financial planning. She is currently pursuing her CPA license. Katie holds a Master of Business Administration (MBA) and Bachelor of Science (BS) Degree in Accounting from Salve Regina University.
Prior to joining PFS360, she worked as a Financial Planner at Corrigan Financial, Inc. in Middletown, RI. Katie also worked as an Audit Associate at KPMG in Providence, RI.