Financial Advisor/Co-Founder/Managing Partner
Over the years, Chris has learned that his clients are looking for a financial planner who is down-to-earth, empathetic and ready to serve their needs with personalized attention. It’s his 25 years of experience in investment management and financial planning that builds confidence in his clients — not a three-piece suit and an office that looks like a museum.
Chris creates a clear picture of his clients’ financial position with the combined insights of a Certified Financial Planner® and a Certified Public Accountant. He understands the relationship between financial planning and tax obligations and how they work together to the greatest advantage. Showing clients that they can live well now and retire comfortably in the future is his driving force. Chris holds FINRA Series 7, 24, and 66 licenses, and is state Life & Health Insurance licensed.
Before establishing Athlon Advisors, Chris was a public accountant and then an analyst for two mutual fund companies. He was also the president and founder of the independent firm Platinum Financial Group. He’s written for several publications and previously hosted a weekly financial radio show. His love of numbers goes back to Salisbury University, where he earned a bachelor’s degree in accounting in 1994.
Chris takes time for his family as the head coach of his youngest daughter’s softball team and by practicing with his oldest daughter who will be playing at the collegiate level this year. His unique dream for the future is to own a sandwich shop with a different sandwich dedicated to each state. Put in your orders now!