Chris Oland Email and Phone Number
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Who I Am: Father, husband, amateur chef, and sport enthusiastWhat I Do: Help business owners, executives, and medical professionals coordinate their financial life, build wealth and answer their acute financial questions along the way.Who I Serve: As the current President & Commissioner of South Maryland Little league, I am passionate about mentoring youth throughout the community in the game of baseball. Two additional causes I care deeply about are dyslexia awareness and all things related to helping fight blindness.
Harmony Wealth Advisors, Llc
View- Website:
- harmony-wealth.com
- Employees:
- 1
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Founder And Managing PartnerHarmony Wealth Advisors, LlcAnnapolis, Md, Us -
Founder & Managing PartnerHarmony Wealth Advisors, Llc Nov 2021 - PresentAnnapolis, Maryland, United StatesOur clients are looking for more than just a “stockbroker” or “investment advisor”; they want unbiased advice and recommendations concerning all issues related to their wealth.Our clients are looking for their acute problem to be solved. What is "holistic" financial planning anyways?!Costs matter! Our clients are focused on net income with the understanding that taxes and fees can erode gains quickly.Our clients appreciate rapid response and personalized attention. -
PartnerPreserve Sep 2013 - PresentAnnapolis, MarylandLocated in the heart of downtown Annapolis, Preserve is a casual American restaurant using sustainable and local products. Pickling, Preserving and Fermenting is a passion and focus on the menu.2 Stars ~ "Grounded in tradition, lifted by invention" ~ Tom Sietsema (The Washington Post)2.5 Stars ~ "This kind of cooking is harder to pull off than it looks. The fewer the ingredients, the easier it is for a dish to drift into austerity. You have to have great technical ability, a sharp palate, and an eye for coherence. Hoffman has all three." ~ Todd Kliman (Washingtonian)www.preserve-eats.com
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Senior Vice PresidentHarmony Group, Inc. Jan 2015 - Dec 2021Washington D.C. Metro AreaHelped create, expand, and run CPA Eats (division of Harmony Group, Inc.). As the nation’s premier hospitality accounting firm, CPA Eats offers a single-source solution for all accounting needs: bookkeeping, managerial accounting, CFO, and tax. Clients range from independent bars to multi-national chains to Michelin-starred restaurants with world-renowned chefs. -
Sr. Staff AccountantHetrick & Associates, P.C. Sep 2011 - Dec 2014Primarily worked within the restaurant accounting division of boutique DC accounting firm Hetrick & Associates, P.C., Helped provide customized tax, managerial accounting, and outsourced CFO services for small and mid-sized culinary enterprises. -
Private Wealth ManagementMer, Wfc, & Ms Oct 2007 - Aug 2011Developed wealth strategies for business owners by exploring corporate and personal wealth needs.Utilized a systematic approach, specifically designed for each business owner, to present actionable strategies in order to achieve their goals through the following services:♦ Business-Needs Review♦ Cash Management and Capital-Needs Review♦ Retirement and Benefits Assessment♦ Risk Review♦ Succession or Exit-Plan Assessment♦ Family Wealth PlanLicenses: Series 7, Series 66, Maryland State Life & Health
Chris Oland Skills
Chris Oland Education Details
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Sports Management -
Anne Arundel Community CollegeFinancial Accounting Certificate
Frequently Asked Questions about Chris Oland
What company does Chris Oland work for?
Chris Oland works for Harmony Wealth Advisors, Llc
What is Chris Oland's role at the current company?
Chris Oland's current role is Founder and Managing Partner.
What is Chris Oland's email address?
Chris Oland's email address is ch****@****lth.com
What is Chris Oland's direct phone number?
Chris Oland's direct phone number is +130134*****
What schools did Chris Oland attend?
Chris Oland attended Shepherd University, Anne Arundel Community College.
What skills is Chris Oland known for?
Chris Oland has skills like Accounting, Budgets, Restaurants, Food, Time Management, Employee Benefits, Strategic Financial Planning, Quickbooks, Culinary Skills, Financial Analysis, Financial Accounting, Finance.
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