Chris Brickheimer, President & CEO

Chris is a holistic financial advisor with nearly 25 years of experience. He specializes in helping his clients seek to preserve their assets and reduce their taxes, to diversify their portfolio toward growth & stability, and aim to create more income for retirement.  Chris is committed to the financial independence of his clients and he is proud to provide exemplary customer service, while displaying the highest standards of ethics and professional knowledge. He holds securities registrations to offer investments, as well as a state-regulated license to offer insurance products such as life insurance and long-term care insurance.