Chris Tomolonis

Chris began his finance career on Wall Street in 2002. He quickly distinguished himself as one of the top producers, known for his inspiring speeches that motivated business owners, brokers, and investors. Over the years, Chris gained extensive knowledge in financial markets, investment management, financial planning, human behavior, macroeconomics, and effective client communication.

2014 Chris founded Tomolonis Financial LLC, a Virtual Family Office focused on strategic tax planning, investment management, and estate planning. He also partnered with Woodstock Wealth Management Inc., a registered investment advisor, and Fidelity Investments to offer independent financial services nationwide to professionals, business owners, and their families.

Chris holds the Series 63 and 65 securities licenses and is a Life and Health Insurance Producer. He is a member of the National Association of Insurance and Financial Advisors and the National Society of Tax Professionals. In 2015, Chris founded BNI Liberty, a professional networking group. He earned his Bachelor of Business Administration in International Business from Loyola University Maryland. In 2014.

Overall, Chris's primary role is to alleviate the burden of future planning, regardless of your financial situation. He is confident that he can assist with your investment management and financial planning needs while providing the essential personal experience that is often lacking today.