Chynna joined our team in February of 2012 and has been working in the financial services and insurance industry for 18 years. She serves as the office’s Senior Investment Services Specialist.
Some of her key responsibilities include:
- Handling client service-related requests, questions and concerns
- Processing all new business and account maintenance requests
- Facilitating account transactions, including money movement, transfers & rollovers
Qualifications: Chynna carries the Series 6 Investment Company and Variable Products Representative License and has passed both the Series 63 Uniform Securities State Law Examination and the Series 65 Uniform Investment Adviser Law Examination and holds a Life, Accident and Health Insurance Producer’s License in New Hampshire. She received her Certification in Paraplanner Development from The American College of Financial Services in April, 2013, a Certified Annuity Specialist Designation from the Institute of Business & Finance in December, 2016 and her Certification for Long-Term Care Designation in April of 2020. She has also earned a Bachelor’s of Science in Marketing from Southern New Hampshire University, and has earned a Retirement Income Certified Professional Designation from The American College of Financial Services in September 2025.
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I most enjoy the endless opportunities to learn. Financial Planning is a dynamic, multi-faceted industry. There is always a concept to clarify, a cutting-edge tool to use, or an area of specialization to explore. I enjoy not only working with our clients, but also growing alongside them.
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I live with my husband, Ryan, in Southern NH. We have 3 young boys – Aiden, Nolan & Liam who constantly keep us on our toes! In addition to spending quality time with family and friends, I enjoy cooking, traveling, yoga and boating.
…And now for Don’s perspective on Chynna!
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An unquenchable thirst for knowledge, and the mind to use it. She is constantly exploring ways to augment her knowledge in key areas to further her skills and to improve or expand the services we offer to clients. There is no limit to what she can do, and her diligence and productivity speaks to this.