PFS - Key Persons
Christopher has 16 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 PFS 360.
He is a Certified Public Account (CPA), Certified Financial Planner (CFP®), Certified Divorce Financial Analyst®, (CDFA®), and Certified Investment Management Analyst® (CIMA®). 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 PFS 360, 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).
Shannon has 16 years of experience in the marketing industry focusing on brand development, social media management, website design, and digital marketing strategy.
She holds a Master of Arts in Integrated Marketing Communications from Saint Bonaventure University. Shannon's experience has spanned working in the Health IT, education, construction, and financial fields.
Job Titles:
- Investment Advisor
- Representative
Van has 4 years of experience in the financial services industry. He is an Investment Advisor Representative and the Firm Administrator at PFS 360.
He has passed the Series 65 financial licensing exam.
Prior to joining PFS 360, he worked as a Staffing Manager at All Star Staffing, LLC. His financial background includes several years as a Registered Representative at MMC Securities Corp and a Client Services Analyst at Commonwealth Financial Network.