Providing personalized investment services to those intent on enjoying a secure retirement.

Our Team

front-chrisJ. Christopher Boyd, CFP®, CASL®, Chief Investment Officer

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. Mr.Boyd also has earned the Chartered Advisor for Senior Living® (CASL®) professional designation from the American College, BrynMawr, PA.  More

Michael Perna (2)Michael Perna, CFP®, Investment Advisory Representative

Michael Perna, CFP® brings a wealth of financial planning experience and investment management skills to Asset Management Resources, LLC.  He has been providing financial planning services since 1982.  In 1989 he started his own firm, Perna Financial Services in Dedham, MA.  In 2006 he was granted the professional designation of Certified Financial Planner™ by the CFP® board of Standards.   More

Kristen Boyd, Investment Advisor Representative/Client Services Coordinator Kristen

Kristen Boyd joined our firm in September of 2011. She is an investment advisor representative and the client services coordinator. Kristen’s background is in elementary education. She earned her BA from The College of Holy Cross and M.A.T. from Sacred Heart University. She is an active volunteer in the Mashpee school system, serving on the Mashpee Middle High School school council and as President of the Mashpee Boosters. To reach Kristen, you can email Kristen@AMRfinancial.com.      

 

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Jackie Rizzi, Executive Assistant

Jackie Rizzi joined our firm in December of 2015. She works with Chris on radio show planning, compliance issues, and marketing. Before coming to AMR, Jackie was an elementary school teacher at St. Pius and most recently an executive assistant at Sencorp White. In her free time, Jackie enjoys excercising, entertaining, and cooking. To reach Jackie, you can email  jackie@amrfinancial.com.

 

 

Lourdes

Lourdes Urbano, Client Services

Lourdes works as the office assistant to Michael Perna at our office located in Dedham, Massachusetts.  Prior to joining Asset Management Resources she worked for 33 years at John Hancock Life Insurance Company.  She began her career at John Hancock in 1979 as the Administrative Assistant to the Vice President of the Policy Collection and Control department.  She then transferred to various units within the department in order to further her knowledge of the insurance industry.  She is a graduate of the Boston Business School. Lourdes can be reached by email at lourdes@amrfinancial.com.

 

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