As a wealth manager who also oversees our Burlington, Massachusetts office, Chris is responsible for managing client relationships and advising on wealth management issues. His entrepreneurial spirit keeps the office hopping with fresh ideas, including developing our Young Professionals Program, which provides ongoing, personalized financial planning and portfolio management advice to help motivated professionals make well-informed decisions in the early stages of their career. Chris joined SAGEbroadview as an associate adviser in 2011 and achieved his CFP® credentials in 2014. In 2016, he became a wealth manager and broadened our ability to serve clients throughout the northeast by openi