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. He is a Certified Public Account (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®). 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 Rhode Island.
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 worked as a Senior Investment Adviser and Financial Planner at Axis Advisors in East Providence, RI, Barry Investment Advisors in New Bedford, MA, and financial advisor , Inc. in Middletown, RI. He was an Investment Operations Consultant and Technical Specialist at Fidelity Investments in Smithfield, RI, and Tamarac, Inc. in Seattle, WA. Dave also worked as a Financial Adviser and Investment Specialist at Merrill Lynch & Co., Inc., and Charles Schwab & Co. Inc.
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.
Director of Marketing and Administration
Shannon has over 15 years of combined experience in Marketing Communications and Office Administration. She is the Director of Marketing and Administration at PFS360. Shannon holds a Masters of Art in Integrated Marketing Communications from Saint Bonaventure University and a Bachelor of Science in Management from Houghton College.
Prior to joining PFS360, Shannon was the Marketing Communications Manager for O'Connor Constructors in Canton, MA, for 12 years. She also held the position of Strategic Business Unit Coordinator for Thomson Course Technology in Boston, MA.
Kieran has been in the service industries for over twenty years. He holds a Bachelor of Arts from Southeastern Massachusetts University (now UMASS Dartmouth) and a Master of Arts from Providence College.
Prior to coming to PFS360 he was general manager for North East Tank Technologies, LLC where he was responsible for all accounting activities. Prior to that he worked at Boyd Corporation in Woburn as controller and Raytheon Data Systems as an account executive.