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S. Eric Asendorf & Jan Chadie
Cape Cod and the Islands
Falmouth, MA
Chris Boyd
Registered Investment Advisor
Centerville, MA
Chris Boyd is the founder of Asset Management Resources, LLC and the Chief Investment Officer. He has been assisting clients on the Cape for over a decade. His firm Asset Management Resources, LLC is a registered investment advisor firm in Massachusetts. He has successfully passed the FINRA administered Series 7 (General Securities Registered Representative) and the Series 63, 65 and 24 examinations. A 1988 alumnus of the College of Holy Cross, Mr. Boyd has a Bachelor of Arts degree in Philosophy and Religious Studies. In 2004, Certified Financial Planner Board of Standards, Inc. awarded Mr. Boyd with the financial planning credential of Certified Financial Planner™ professional which is awarded to individuals who meet education, examination, experience and ethics requirements. Mr. Boyd is a member of the Financial Planning Association; the Society of Financial Services Professionals and is a member of the Estate Planning Council of Cape Cod , the Mashpee Chamber of Commerce, and the Cape Cod Chamber of Commerce. Mr. Boyd assists his clients in matters of financial planning, investment services advice and portfolio management. His clients include both individuals and businesses. J. Christopher Boyd strives to provide clients with information, products and/or advice that will best help them to achieve lasting financial security. He specializes in planning for retirement and planning while in retirement.
Matt Keeling, CFP
Certified Financial Planner
Mashpee, MA
Matt is located in Mashpee but services clients throughout the country. He can be reached by phone, e-mail and through his website.
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