Chris is the Founder & Lead Advisor of Squareknot Advisory Partners. Chris’s daily focus is the development and delivery of his firm’s advisory relationships and a robust service experience to every client.

Chris began his career with the broker dealer Waddell & Reed in 2003, starting his own practice directly out of college. Chris’s client centric focus emphasizing on the financial planning process and providing a robust service engagement has earned him several industry and firm level awards during his career. Waddell & Reed Financial Advisors was sold to longtime independent channel leader, LPL Financial in 2021. Chris continues to provide senior leadership with strategy and platform advice as they evolve and develop Squareknot's client facing capabilities.

During his day-to-day work with clients Chris and his team work closely to define their goals & objectives, gather thoughtful data to analyze and, finally, present clients with carefully outlined strategies. These individualized plans are continually reviewed over time to help keep clients on course. Chris and the team strive to deliver a robust client experience throughout the year, at the core of which lies regular, meaningful communication on all fronts.

Chris has held the coveted Certified Financial Planner certification since 2007 and also holds the Chartered Retirement Planning Counselor (conferred by College for Financial Planning) and Chartered Mutual Fund Consultant designations. His commitment to maintaining the highest levels of expertise is embodied by his participation in ongoing professional education and training.

Chris loves spending time with his son Jake and enjoys playing an active role in Jake’s activities such as coaching his sports teams and helping his Cub Scout pack.  In his spare time, he enjoys cooking, traveling, mostly to his camp in the northwest mountains of Maine, enjoying the outdoors in all formats, and working on his private pilot’s license. 

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SquareKnot Advisory Partners is pleased to have Kevin Gargano as the newest member of the team.  He joined the firm in 2021 as a Financial Advisor and has been a licensed professional in the financial services industry for over 20 years. He started his career at Waddell & Reed as a Financial Advisor and has spent the most recent 15 years at Prudential Financial and Raymond James Financial Services. Kevin’s wealth of knowledge, experience, and understanding of the financial planning process, has made him an invaluable partner to the firm and our clients over the past 3 years. Kevin is a licensed Financial Advisor working with his own existing client base as well as SquareKnot’s clients to assist with their financial planning needs and help them work towards their goals.

Kevin grew up in Branford and now resides in North Branford. He graduated from Plymouth State University in New Hampshire with a Bachelor of Science degree in Business Management in 2001. He married his wife Jennifer whom he has known since high school in 2022. Outside of work Kevin and Jennifer spend their time enjoying the outdoors and all northern New England has to offer, from hiking, skiing, snowmobiling, and boating. They also enjoy spending their time with their 3 young nephews.

Anne Miracle is the Lead Client Experience Manager for Squareknot Advisory Partners. Anne has worked with Chris since 2013 and has worked in the personal financial services industry for over 25 years. Her focus on excellent service and responsiveness to client needs mirrors the tone Chris has set over the course of his practice. She has developed strong relationships with clients over the years and is an integral part of the practice.

Prior to working in financial services, Anne had a career in group insurance, working for three of the largest insurers in the country as an underwriter and account manager. During every stage of her professional career, Anne has remained focused on clients and delivery of quality products and experience. She brings a depth and breadth of knowledge to the table.

Anne lives with her husband Steve Leete and her son Carter in Guilford. They enjoy time spent with family and friends at the shore and on their boat. Anne has served as Co-Chair of Pilgrim Fellowship, a non-denominational teen service group as well as volunteering in her community in a variety of other ways.