CHOICE WEALTH ADVISORS - Key Persons
Job Titles:
- Partner
- CERTIFIED FINANCIAL PLANNER
Chris has worked in the financial services industry since 2006. He works with individuals, families, and small businesses to help them puruse their lifetime financial goals. His financial experience includes retirement and income generation planning, business retirement plans, and wealth management advising.
Chris is a CERTIFIED FINANCIAL PLANNER TM practitioner. He obtained his CFP® certification after completing the Financial Planning Program through Boston University. Chris earned an MBA from Southern New Hampshire University and a B.S. from Bentley University with a major in Accounting and a minor in Computer Information Systems. He holds Series 7 and 66 registrations as well as a Maine Life and Health insurance license.
Job Titles:
- Partner
- CERTIFIED FINANCIAL PLANNER
Matt has worked in the financial services industry since 2014. He works with individuals to identify their specific financial goals and develop a well-detailed execution plan that entails consistent monitoring to ensure that path accounts for any changes that may happen along the way. When you work with Matt, you will receive financial guidance in a straight-forward, honest, and friendly manner. Mr. Libby works with individuals, families and small businesses primarily in the central Maine region.
Matt is a CERTIFIED FINANCIAL PLANNER TM practitioner. He obtained his CFP® certification after have successfully completing the financial planning coursework through the College for Financial Planning® and having passed the CFP® Certification Examination.
A magna cum laude graduate of Thomas College, Mr. Libby earned a Bachelor of Science in Finance and holds a Master of Business Administration. His financial services knowledge includes risk management and financial planning. He holds Series 7 and 66 securities registrations as well as a Maine Health and Life Insurance license.
Mr. Libby resides in Smithfield, Maine with his wife Brooke and their pup Callie. He enjoys fitness, team sports and spending time at the lake.
Mr. Whalen has worked in the financial services industry since 1994. Prior to becoming a financial advisor in 2015, he was Vice President and Retail Lending Manager at Skowhegan Savings Bank. A graduate of Thomas College, Mr. Whalen earned a B.S. in Marketing Management. His financial services experience includes investment management, college, and retirement planning.
Mr. Whalen works with individuals, families, and small businesses primarily in the central Maine region.
Mr. Whalen resides in Mercer, Maine with his wife Deborah. He enjoys spending summer weekends golfing, hiking, and enjoying the waters of North Pond with his family.
Job Titles:
- Client Service Coordinator
Shannon Leonard, Client Service Coordinator, helps make every visit or communication with Choice Wealth Advisors a success. She assists clients as they prepare to meet with our advisors, schedules appointments, coordinates paperwork and follows up to keep the process moving along smoothly.
Shannon enjoys getting to know clients and assisting them on their financial freedom journey. Her passion is helping people and forming relationships, which is why we are so happy she is part of our team here at CWA.
Shannon has worked in the financial services and insurance industries since 2001.
Shannon resides in Augusta, Maine with her two dogs Ursce and Tanner and she would not want to leave out her kitty Cleo. She enjoys hiking, kayaking, and spending time with her children and grandchildren.