J. 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, 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…
George Fisher, Investment Advisory Representative
George started with the firm in 2012 as an advisory representative focused on personal investment portfolio management. He spent 15 years as a corporate manager at Georgia Pacific Corp. Before venturing out on his own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed George to the National Advisory Council More…
Christine Orbe, Client Services Associate
Christine Orbe joined our firm in 2013 as our client services associate. She will be happy to assist you scheduling appointments and handling servicing matters. Christine came to us with an extensive background in the financial services industry. She started in banking then moved onto Price Waterhouse and Coopers in Boston, locally she has worked for two financial advisors. She comes highly recommended and we are fortunate to have her background and skills working on our behalf. To contact Christine you can email Christine@AMRfinancial.com
Kristen Boyd, Client Services Administrator
Kristen Boyd, Chris Boyd’s wife, joined our firm in September of 2011. She is an investment and portfolio management specialist. Kristen background is in elementary education. She also has experience running her own businesses. 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, helping in a wide variety of capacities. To reach Kristen you can email Kristen@AMRfinancial.com.
Consuelo Carroll, Marketing and Radio
Consuelo holds an MBA from Northeastern University and a B.B.A in Marketing from the University of Texas at Austin. She handles AMR marketing and works on the radio show “Something More with Chris Boyd.” If you have a great show idea or questions pertaining to the radio show you can email her at consuelo@AMRfinancial.com.
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Hyannis, MA 02601
Branch Office: 450 Washington St.,Suite 108
Dedham, MA 02026