Christopher A. Cassel, CPA, AIF®

Senior Wealth Advisor

Chris joined the firm in 2019 as a Senior Wealth Advisor following a 15-year career in wealth management and public accounting with a regional CPA firm. His experience includes working with small business owners and high net worth individuals and families. He is committed to providing excellent client service in developing comprehensive financial plans and investment portfolios to help his clients achieve their financial and personal goals. Chris also has a wealth of experience in consulting with companies related to qualified retirement plan design and specifically the coordination of cash balance and 401(k) plans to achieve the overall tax efficiency that his clients desire.

Chris resides in Mount Gretna with his wife, son and daughter where he enjoys hiking, golfing, and spending time at the beach.

Chris is active in the community serving on numerous boards for charities throughout Central PA. He is a 2010 graduate of the Leadership Harrisburg Area’s Community Leadership Series and a 2013 recipient of the Central Penn Business Journal’s Forty under 40 Award.