Chris Brickheimer, President & CEO

Chris is a holistic financial advisor who specializes in helping his clients preserve their assets and reduce their taxes, to diversify their portfolio for growth & stability, and 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 a securities registration to offer investments, as well as a state-regulated license to offer insurance products such as life insurance and long-term care insurance.