Chrissy joins US Wealth Management as a Client Services Associate, coordinating all aspects of the client service experience, project management and day to day operations. She has 22 years’ experience in the financial services industry and has worked for firms such as Babson Capital Management, Deutsche Bank Securities and Scudder Investments, supporting executive level Directors and CEO’s. Chrissy also has a passion for the legal aspect of planning and was recently a Legal Assistant for an Elder Estate Planning Law Firm in Hingham, MA.
Chrissy received her Associates Degree from Katharine Gibbs Secretarial School in Boston with a concentration in Law. During the summer months, she can be found either camping on Bassings Beach or on a boat in Cohasset Harbor with her husband Dan, son Aidan, and their dog Coal, a great dane/black lab mix who thinks he’s a lap dog.