Chris began his career at Lazard Frères & Co. in New York City as an investment banking analyst working on major, national and international mergers and acquisitions. After graduate school, he joined the turn-around team of a specialty packaging business, co-founded the Intuit Developer Network and was General Partner of a Boston private equity firm. Prior to founding Thayer Partners, Chris was a Senior Portfolio Manager at UBS in Boston, specializing in corporate retirement plans and individual retirement planning. Chris graduated from the University of Pennsylvania, Magna Cum Laude, was in an accelerated doctoral program and studied Modern European History at Oxford. He is an Accredited Investment Fiduciary® and graduated from the Wealth Advisor Program at UBS. He lives in Wyndmoor, PA with his wife and two children and serves on his church’s vestry, as well as on several business and charitable boards and committees. 

David S. Beckwith is the Chief Investment Officer of Thayer Partners, joining in early 2022. David leads the firm’s overall investment strategy and tactical decision-making. He also oversees the due diligence, selection and monitoring of investment managers, including mutual funds, ETFs and limited partnerships. David was previously a partner and the CIO of RINET Company in Boston, serving for 16 and a half years up to the firm’s sale in December 2021. He began his investment career with a 12-year role as an equity analyst and portfolio manager at John Hancock Financial Services, managing U.S. value, global, international, and Pacific Basin mutual funds. He also had senior investment and managerial roles at Brown Brothers Harriman and Hale and Dorr Capital Management. David is a Chartered Financial Analyst®. He holds a Bachelor of Arts degree from Trinity College and studied international finance at the Fletcher School at Tufts University. He serves on the board and investment committee at the Dedham Institution for Savings. David has commented on financial issues in The Wall Street Journal, The New York Times, and The Daily Deal, and on ABC World News Tonight and CNBC, among other news outlets.

I am Liam W. Millens, a Tax Associate at Miller CPA. My background includes the completion of an Undergraduate degree in Mathematics from the University of Vermont in 2021. In January of this year, I earned the distinction of becoming an Enrolled Agent, and I also hold the title of Certified People Advisor for Gusto. Beyond my professional endeavors, I have a strong passion for sports, particularly basketball, football, and rowing, as well as a deep appreciation for the outdoors.

Deb has nearly 20 years’ of experience in retirement planning and investments. For many years, Deb ran her own consulting firm which focused on helping advisors grow their practices through procedure streamlining and optimization. Deb graduated from the Millersville University of Pennsylvania at the age of 20 with a degree in Financial Economics. She is a board member of the Accounting & Financial Women’s Alliance, North Florida chapter. Deb resides in Southeast Georgia with her husband and three children. Deb has a passion for health and fitness and enjoys leading and coaching others. She is securities 65 registered and has a passion for helping her clients plan for financial success while living their best lives. 

Matthew transitioned into the financial services industry and joined Thayer Partners, LLC in 2012, after spending most of his early career in big box retail management. He serves as an Analyst both on the private client side, and 401k management spectrum.
Matthew studied Business Management at Millersville University of Pennsylvania.
Matthew lives in Saint Marys, GA with his wife and business partner Deborah, and their three children. Most of Matthew’s free time is spent on the ocean catching as many species of fish as he can. He also enjoys coaching softball, driving his Jeep on the beach and spending time with his family in the outdoors.

My name is Brittany Lewis and I have worked as the Office Manager for Miller CPA since 2019 but have been working in the accounting world for over 10 years. I am a Hartford graduate. Parks and Recreation is my favorite show. I am considered the coolest member of the team.

Graduating with both bachelor’s and master’s degrees in accounting from Western Governors University in 2017, she embarked on her accounting journey, dedicating her skills to the prosperity of small and midsized businesses through exceptional bookkeeping services. Beyond her financial prowess, she’s an adventurous spirit, exploring New England’s outdoors with her family and pug, staying active through hiking and biking, and enjoying downtime with knitting, music, and competitive games of Yahtzee and Catan.