Chris joined Campbell Financial Services in 2024, bringing a wealth of knowledge and client-first approach that aligns with the firm’s commitment to providing honest, straightforward, and sincere advice.
Before joining Campbell Financial Services, Chris spent over two decades in residential mortgage lending and small business banking, gaining a deep understanding of financial products and services. This experience allows him to offer clients valuable insights and guidance.
At Campbell Financial Services, Chris focuses on:
- Tax Preparation and Accounting: Providing accurate and timely tax services to individuals and small businesses
- Financial Planning: Developing personalized strategies to help clients achieve their financial goals
- Investments Management: Assisting clients in making informed investment decisions
- Business Advisory: Offering guidance to small business owners on financial matters and managing their finances effectively
Education & Certifications
- Associate’s Degree in Accounting – Mohawk Valley Community College
- Bachelor’s Degree in Business Administration – State University of New York, Polytechnic Institute
- Enrolled Agent (EA) – Currently in the process of earning this designation
- Series 7 Securities License – Currently in the process of earning this designation
- Mortgage Broker – NMLS# 704451
Chris believes in building long-term relationships with clients based on trust and mutual respect. He is dedicated to educating clients and empowering them to make informed decisions about their financial futures. His client-first approach ensures that each individual’s unique needs and goals are at the forefront of every financial strategy.
A resident of Kingston, MA, Chris enjoys spending time with his wife, Molly, and their two children, both of whom are preparing to attend college soon. Outside of work, he has a variety of interests, including golfing, hiking, gardening, cooking, motorcycle rides, exploring craft breweries, and spending quality time with his family and friends.