At Osaic Wealth, Chris will leverage his experience to help clients understand the complexities of Estate, Retirement, Insurance and Investment Planning. As a CERTIFIED FINANCIAL PLANNER™ professional, Chris focuses on understanding his clients’ personal financial situation and then helps them implement a strategic plan for their financial future.Chris will also help business owners and executives review their company retirement plan, business overhead, life and disability insurance solutions.Chris strives to build long lasting relationships with a focus on helping clients make informed decisions in selecting the appropriate solution(s) on the pathway towards achieving your life goals. Contact information for Christopher J. Mitchell, CFP® listed below:Phone: (484) 259-1633E-mail: CMitchell@BalaFinancial.comAddress: Bala Financial Group Attn. Christopher J. Mitchell 208 Old Lancaster Rd. Devon, PA 19333Chris is licensed to sell securities in the following states: Arkansas, California, Colorado, Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Texas.Chris is licensed to sell Insurance Products in the following states: Arkansas, California, Connecticut, Delaware, Florida, Maryland New Jersey, Pennsylvania, South Carolina, and Texas.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Current Member of Association of Professional Ballplayers where the mission of APBPA.org is"Ballplayers Helping Ballplayers Since 1924."

Christopher J. Mitchell is a SMWW Agent Advisor that specializes in baseball, however, has experience with NFL and other professional sports athletes. Chris helps Professional Athletes and Organizations by helping review their goals, analyze their information, research potential solutions, communicate effectively and efficiently with clients to provide guidance, recommendations, honest service and follow up in a timely manner. Please consider Chris as a resource for your sports and legacy goals.Chris Mitchell’s Biography of Some Life Experiences/Highlights:• Currently, Chris works Full Time as an Independent Financial Advisor holds a CFP® as well as FINRA and various state insurance licenses.• Currently, President of Philly Chapter for the Association of Professional Ball Players of America (APBPA.org) • Baseball Consultant, Instructor and Speaker• Finished 3 marathons which include the Boston, Philadelphia, and Wilmington Marathons.• Sports Management Worldwide Agent Advisor and MLB GM & Scouting certification • Former pitching and hitting instructor at various baseball academies and programs including Complete Game of PA, PA Baseball Academy, Phoenixville Legion and Baseball At It’s Best Academy & other organizations• MLB drafted in the 24th round by the Detroit Tigers June 1996. Pitched Professionally with Detroit MiLB, Pittsburgh MiLB & several independent teams • Played college baseball at DeSales University from 1994-1996; Business Management Degree in 1998 • Chris led DeSales University’s baseball team in saves, both his freshman and sophomore year; he helped the team win a PAC Championship, Inducted into DeSales Hall of Fame in 2011 • Played baseball for Phoenixville High School 1991-93 (coach John "Doc" Kennedy) Team ranked 15th in the Nation in 1993Contact Chris at cmitchell@smww.com to schedule a meeting, video conference or call to help you focus and stay on the most effective/efficient pathway towards achieving your life and sports goals.

At Bala Financial Group, Chris shares his Financial Services Ultra High Net Worth, Wealth Management, Investment Research, Model Building and Legacy Planning experiences to help our Bala Financial Group Teams.Chris is a major contributor to help serve the Firm’s Investment Committee, Managing Partners, Financial Advisors, Client Relationship Administrators and Operational Service Excellence Team to understand various updates to our Broker/Dealer Technologies, Policies, Forms, Process Workflows, Product Solutions, Cybersecurity/Technology, help Streamline Process Mapping Complexities, Train New Hires/Interns/Firm Employees/Contractors. In addition, he helps support various Teams with Case Strategy, Planning Solutions, Continuing Education Updates, Client Events/Seminars, & Service Tasks. In addition, Chris helps provide an Outside Business Activity by serving as a State of PA Public Notary for use by Firm Clients, Colleagues, and local persons only physically in the State of PA.Securities and investment advisory services offered through Osaic Wealth member FINRA/SIPC. Osaic, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Bala Financial Group located at 208 Old Lancaster Rd.Devon, PA 19333, is a separate entity from Osaic Wealth, Inc.

-Managed the day to day operations for the practice.-Helped to create investment allocation and Investment Policy Statements.-Writing Comprehensive Financial Plans-Investment Planning-Retirement Planning-Education Planning-Life, Disability and Long Term Care Insurance Planning-Family and Business Budget (Assets, Liabilities, Incomes and Expenses) Analysis.-Managing a Client Book of Business -Goal Planning-Preparing Agendas, Summary Letters, Scheduling and Facilitating client meetings and Office Management experience.-Leadership, Supervisory and Management experience

-Ultra High Net Worth Client Relationship Management (managed a Client Book of Business in excess of $4.3 Billion in Assets). -Worked with our Relationship Team to develop strategies and solutions aligned with our clients risk tolerance, goals and needs. -Collaborated with the Asset Management and Trust Department to review clients’ estate planning goals.-Coached HNW new hires and project team members-Medallion Signature Guarantee representative.

Instructor of Pitching and Hitting at Baseball At It’s BestAcademy Owned by Joe Calfepietra (current Professional Manager/Player Development for Kansas City Monarchs) https://monarchsbaseball.com/team/

Free Agent RHP signed out of open camp.

Drafted as RHP in June 1996 by Detroit Tigers in the Amateur Draft assigned to Jamestown Jammers in New York Penn League. Also Spring Training 1997.