Chynna joined New England Wealth Advisors in February 2012 and has 13 years of financial services and insurance industry experience. She is the office’s life insurance, long-term care, and annuity specialist. In addition, she serves as an Investment Services Representative for our Individuals & Families. Some of her roles and responsibilities include:

• Processing all new business, including account applications, transfers, and rollovers.
• Handling client’s administrative requests, questions, and concerns.
• Completing account transactions and paperwork.
• Generating client reports for Don, including asset allocation reports, portfolio performance reports, and updated financial planning documents.

Qualifications: Chynna carries the Series 6 Investment Company and Variable Products Representative License and passed the Series 63 Uniform Securities State Law Examination. She holds Life, Accident, and Health Insurance Producer’s Licenses in New Hampshire and Massachusetts. She earned a Bachelor’s of Science in Marketing from Southern New Hampshire University as well as a Paralegal certification with a focus in Wills, Estates & Trusts from Ashworth College. She received her Certification in Paraplanner Development from The American College in April, 2013. Most recently, she achieved her Certified Annuity Specialist designation in December, 2016.

Chynna enjoys the endless opportunities to learn. She believes financial Planning is a dynamic, multi-faceted industry, where there’s always a concept to clarify, a cutting-edge tool to use, or an area of specialization to explore.