Christopher Kolmer, Cfp® Email & Phone Number

With a strong foundation in both institutional and individual investing, Chris offers a personal commitment to serve as a steward of clients' wealth and wishes. After a decade spent at Deutsche Bank as a Vice President, Global Market Sales (Fixed Income), Chris joined the team in 2015 with a desire to assist individuals and families directly. Today, Chris serves ambitious and well-educated individuals who often have the financial acumen – but not the time – to manage their money. Recognizing that successful clients "have plenty on their plates," he feels good handling matters on their behalf, simplifying what may be complex, and delivering a sense of calm and optimism to those who've diligently saved and sacrificed. Fascinated by the clients he serves, Chris finds it easy to be a proactive resource and presence in their lives. He feels it's incumbent on him to provide clients with the confidence to make informed and thoughtful decisions, especially when emotions can take hold. Chris believes that clients deserve advisors who are proactive and professional. He is humbled when clients open up and ask for his opinion during major life transitions. More than anything, Chris feels fortunate for the lifelong friendship and bonds he shares with his brother, Kevin Jr. Never feeling competitive as kids or colleagues, Chris explains, "We complement each other's strengths and know where one excels. With a comprehensive team approach, we offer families a dynamic they likely haven't seen – but should experience." Chris holds a Bachelor's degree in Finance from Villanova University and a place in his heart for Wildcats basketball. Still, as a proud father of three young sons, Chris (and his wife Allison) spend most of their time and energy with their boys – at the beach, watching them play sports and coaching his oldest son's baseball team. When time allows, Chris enjoys cooking, time with friends and family, and a competitive round of golf.

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  Villanova University

  Bachelor'S Degree