As a financial advisor, Chris’ practice focuses on financial planning for individuals and business owners that have a desire to leave a lasting legacy. We accomplish this with an emphasis on tax reduction strategies and charitable gifting. Chris’ areas of expertise include education funding, IRA rollovers, and long-term care planning.
Chris graduated, summa cum laude, with a B.A. from Boston College in 1974. He continued his education earning his J.D., cum laude, from Boston College in 1977*. Chris holds NASAA Series 66 security registrations.
Other professional and community involvement includes serving as a fellow of the American College of Trust and Estate Counsel, a fellow of the National Academy of Elder Law Attorneys, a member of the Massachusetts Bar Association Probate Law Section, a member of the Worcester County Bar Association Probate Law Section and Estate and Business Planning Council of Worcester County, trustee of the Goddard/Homestead, Inc., corporator and scholarship committee member of the Greater Worcester Community Foundation, Inc. and Town Moderator of Shrewsbury, MA.
Chris and his wife Jayne reside in Shrewsbury MA. They have one son, one daughter, and four grandsons. When not at work Chris enjoys golf, movies, and spending time with his family.
Not registered with Cetera Financial Specialist. Only offering advisory services through The Patriot Financial Group, LLC dba B&D Advisors.