Chris brings a client-first mindset and a deep commitment to personalized financial guidance in his role as Wealth Advisor at Moneco Advisors. Since joining the firm as a financial planning intern in 2017, he has built his career around helping individuals and families pursue their goals with clarity, confidence, and long-term perspective.
Experience:
Chris works closely with clients to help simplify complex decisions and create financial plans tailored to their life, family, and legacy. His focus includes retirement planning strategies, risk management, and education funding, to name a few—always working to anticipate challenges, uncover opportunities, and align financial decisions with his clients’ values and goals.
Chris also collaborates with our clients’ other trusted advisors, such as our tax consultants, to ensure a coordinated, holistic approach—helping to bring every aspect of a client’s financial life into alignment. Whether guiding a new client through a life transition or refining a long-term investment strategy, he leads with empathy, dedication, experience, and a passion for service. His enthusiasm for client service and personal development continues to shape his impact at Moneco Advisors—and most importantly, in the lives of the clients he serves.
Education & Certifications:
Drawing on a strong foundation in finance from Providence College, and leadership experience as an executive member of the rugby team, Chris quickly advanced through roles at our firm, gaining valuable hands-on experience and mentorship with Moneco’s comprehensive planning platforms and client-focused approach. He was quickly promoted from Associate Wealth Advisor and most recently to Wealth Advisor, Chris earned has earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2025 and holds his Series 65 license through Moneco Advisors.
Personal:
He resides in Black Rock, CT and outside of work, Chris enjoys hiking, long-distance running, and exploring diverse culinary experiences throughout New England.
