Chris Tomolonis

Chris began his finance career on Wall Street in 2002, quickly establishing himself as one of the top producers. He became known for his inspiring speeches and ability to motivate business owners, brokers, and investors. Over the years, Chris developed extensive knowledge of U.S. equity markets, macroeconomics, investment management, financial planning, and personable client communication.

In 2014, Chris founded Tomolonis Financial LLC, a Virtual Family Office focusing on strategic tax planning, investment management, and estate planning. He also partnered with Fidelity Investments and Woodstock Wealth Management Inc. Chris aims to provide goal-oriented, independent, transparent, and collaborative financial services to professionals, business owners, and their families.

Chris holds the Series 63 and 65 securities licenses and is a Life & 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 has a BBA in International Business from Loyola University Maryland.

Big picture, Chris’s goal is to help you invest and plan for the future while providing the vital personalized experience often lacking today.