Chris' Team

Chris is Principal at his firm Walnut Hill Advisors, LLC, a MA Registered Investment Advisor Firm. Chris has assembled an experienced, credentialed team to give you the highest probability of achieving what's important to you. As evidenced by progress toward your goals and execution of over 100 deliverables each year to our full service clients. We worry about your money so you don't have to.

 
  Christopher Grande, MSIM, RMA ®  Chris is the Trusted Advisor and Director Of Client Services for our clients:    "I enjoy serving families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. i have worked to provide the highest level of comprehensive financial services to my clients for 23 years. When I'm is not working in his garden, chasing the kids, or volunteering at church or as a Board Member for my local Council on Aging, I am getting my groove back at the gym!"

Christopher Grande, MSIM, RMA®

Chris is the Trusted Advisor and Director Of Client Services for our clients:

 "I enjoy serving families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. i have worked to provide the highest level of comprehensive financial services to my clients for 23 years. When I'm is not working in his garden, chasing the kids, or volunteering at church or as a Board Member for my local Council on Aging, I am getting my groove back at the gym!"

 
  Denise Yelvington, CPA   Denise is our chief tax strategist, and tax preparer for our clients:  Denise has been working as a tax professional for over 15 years. She has extensive experience working with high net worth individuals, creative artists, and small businesses.  Denise provides a variety of tax services to all of our clients with enthusiasm and dedication, making her an indispensable advisor. She volunteers her time at various charities and community organizations in the Central Florida area.  Denise is also a partner at the CPA firm Sheffield Advisors.

Denise Yelvington, CPA

Denise is our chief tax strategist, and tax preparer for our clients:

Denise has been working as a tax professional for over 15 years. She has extensive experience working with high net worth individuals, creative artists, and small businesses.

Denise provides a variety of tax services to all of our clients with enthusiasm and dedication, making her an indispensable advisor. She volunteers her time at various charities and community organizations in the Central Florida area.

Denise is also a partner at the CPA firm Sheffield Advisors.

 
  Lindsay Quillen, MSW, LCSW   Lindsay is our team's health care strategist with a specialization on Medicare and retiree based health insurance plans:  In addition to expertise in Medicare and retirement health insurance counseling, Lindsay is an Adjunct Professor of an  Aging and Mental Health  course with UCONN’s School of Social Work- her Graduate school Alma Mater. With 15 years of experience in the field of aging services and resource coordination for older adults and their caregivers, Lindsay offers social work consulting to address long-term planning for successful aging through professional guidance, information, and referrals.

Lindsay Quillen, MSW, LCSW

Lindsay is our team's health care strategist with a specialization on Medicare and retiree based health insurance plans:

In addition to expertise in Medicare and retirement health insurance counseling, Lindsay is an Adjunct Professor of an Aging and Mental Health course with UCONN’s School of Social Work- her Graduate school Alma Mater. With 15 years of experience in the field of aging services and resource coordination for older adults and their caregivers, Lindsay offers social work consulting to address long-term planning for successful aging through professional guidance, information, and referrals.

 
  Joseph DiMeo, CBR   Joe is our real estate expert for the North of Boston suburbs with a focus on Winchester, Melrose, Medford, and Stoneham:   "I have been representing the north-of-Boston buyers and seller community since 1999.    In an industry characterized by aggressive personalities, my clients gravitate toward my calm demeanor.  I am passionate about educating and empowering my clients with the right amount of knowledge and I am always ready and willing  to inject humor into any situation to alleviate the stresses.  I find that it's been a good formula over the years, so why now keep it going?"

Joseph DiMeo, CBR

Joe is our real estate expert for the North of Boston suburbs with a focus on Winchester, Melrose, Medford, and Stoneham:

"I have been representing the north-of-Boston buyers and seller community since 1999.

In an industry characterized by aggressive personalities, my clients gravitate toward my calm demeanor.  I am passionate about educating and empowering my clients with the right amount of knowledge and I am always ready and willing  to inject humor into any situation to alleviate the stresses.  I find that it's been a good formula over the years, so why now keep it going?"

  Steve Mix   Steve is our experienced mortgage professional with the ability to handle residential and investment lending needs for the people we serve:  From the first time home buyer to the sophisticated jumbo borrower or an investor; Steve provides exceptional service with a personal touch. He guides clients through the mortgage process step by step to ensure they understand the options available to fit their individual needs.

Steve Mix

Steve is our experienced mortgage professional with the ability to handle residential and investment lending needs for the people we serve:

From the first time home buyer to the sophisticated jumbo borrower or an investor; Steve provides exceptional service with a personal touch. He guides clients through the mortgage process step by step to ensure they understand the options available to fit their individual needs.

  Steve Joyce, CIC   Steve is our independent insurance agent specializing in Home, Auto and Business Insurance:  Steve and his insurance team review client insurance policies annually to answer 3 questions: Is that client's current insurance profile appropriate? If not, what needs to be adjusted? And lastly, are the clients paying what they should be paying for insurance?  Along with proper legal planning, insurance is a major defender of clients assets from losses due to sickness, accidents, injury and business mistakes. Steve helps make sure our clients are protected.   

Steve Joyce, CIC

Steve is our independent insurance agent specializing in Home, Auto and Business Insurance:

Steve and his insurance team review client insurance policies annually to answer 3 questions: Is that client's current insurance profile appropriate? If not, what needs to be adjusted? And lastly, are the clients paying what they should be paying for insurance?

Along with proper legal planning, insurance is a major defender of clients assets from losses due to sickness, accidents, injury and business mistakes. Steve helps make sure our clients are protected.