Take action and make your money work for you

Grow Your Wealth

Chris Lambiris, MBA, CFP is a Division Director, Certified Financial Planner, and NFL agent

Chris helps families, professionals, business owners, and athletes with a full service offering of financial planning. With a focus on retirement planning, investing, cash flow, budgeting, insurance, tax and estate planning. Your financial goals are achievable and Chris is here to ensure that happens.

Meet Chris

Our financial planning services are designed to make your money work for you

Retirement &

Thinking About The Future

Insurance & Estate Planning

Let's Cover All Your Bases

Business & Farm Succession

Making Sure The Next In Line Is In Good Shape


Let's Make Sure You Get The Most Out Of Tax Season


Putting Your Money Towards Good Causes

Let's Put Your Money To Work For You