Chris Cassel, Wealth Management Advisor in Camp Hill, PA

Wealth Management Advisor – Managing Director, Central PA

As a Certified Public Accountant (CPA) and Accredited Investment Fiduciary (AIF®), Chris has been providing clients with comprehensive wealth management services for over a decade. Chris focuses on developing a detailed financial plan for each client as the cornerstone of their wealth management relationship.

As a Managing Director and Wealth Management Advisor at Apollon Wealth – Central PA, Chris uses the detailed financial plan for each client to support the delivery of comprehensive wealth management services. These services include portfolio design, construction and on-going monitoring, asset location analysis, tax-aware-investment strategies, risk analysis (insurance needs), estate and legacy planning, and charitable planning strategies. Chris specializes in developing tax-aware investment strategies that take into account both current taxation and potential future estate taxation.

Prior to his wealth management career, Chris graduated summa cum laude from Susquehanna University. During college, Chris obtained his Life, Accident and Health Insurance license as well as his FINRA® Series 7 License (General Securities Representative Qualification Exam) and NASAA Series 66 License (Uniform Combined State Law Examination) in preparation for a career in wealth management. Upon graduation, Chris worked for approximately 10 years in accounting and assurance services (audit) in the public accounting industry, prior to returning to wealth management.  Chris utilizes his audit experience to serve business owner clients with a variety of financial planning needs.

Chris has a passion for giving back to the community in which he lives and works. Currently Chris serves on the Board of Directors of Vista Autism Services and is an Investment Committee Member for the United Way of the Capital Region. Chris and his wife Meagan served as “Bigs” to a “Little” for a decade through Big Brothers Big Sisters of the Capital Region, watching their “Little” grow from second grade straight through high school graduation. Additionally, Chris previously served on the Board of Directors for the Boys and Girls Club of Harrisburg, Committee Chair for the Bridges Society Steering Committee of the United Way of the Capital Region and numerous other organizations in the Capital Region.

Outside of work, Chris enjoys spending time with his wife Meagan and their two children, Benson and Anna. Chris has many hobbies including golfing, hiking, mountain biking, and traveling but most of all simply enjoys a relaxing evening throwing a football in the backyard with the kids and having a good family dinner.