Wealth Manager, Partner
Chris serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His areas of expertise include retirement, tax, estate, and insurance planning in addition to risk and wealth management. Chris will work with you to create a financial plan that is customized to meet your specific needs.
Prior to joining Creative Planning, Chris worked for a major national financial services company for 11 years. His most recent role was as a Vice President, Senior Account Executive. In this role he was responsible for the loyalty, retention and development of his clients.
While at his previous employer, Chris was recognized as a President's Circle award winner on three different occasions. This award is granted to the top 5% of Senior Account Executives nationally. Additionally, He was a top tier Achiever Award winner six times, and a Chairman Award winner. Chris' client loyalty and satisfaction scores were consistently in the top 10% of his peer group nationally.
Chris graduated magna cum laude from Plymouth State University with a Bachelor of Science degree in Business Management. While at Plymouth, he received All American honors for his play at linebacker and was the captain of his conference winning football team. Chris also earned his Master of Business Administration from Southern New Hampshire University and holds the Certified Financial Planner™ certification.
Chris and his wife Dana live in Windham, NH with their 2 sons, Aiden and Connor. In his free time he enjoys golfing, playing basketball and spending time with his family
Articles by Chris Kelliher
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