SEVENBRIDGE Financial Group, a boutique wealth management firm based in Harrisburg, PA, announced today that Christopher A. Cassel, CPA has been added to the team. This addition will enhance SEVENBRIDGE’s client service commitment and expand its resources to better serve clients in Central Pennsylvania.
Chris is a seasoned CPA and wealth advisor with over 15 years of professional services experience. He has held several leadership positions in his previous roles and is a well-rounded financial advisor. Chris’s expertise includes financial planning for high net worth clients, investment management, corporate retirement plan consulting, and business succession planning.
“SEVENBRIDGE is delighted to add Chris to our financial advisory team. His experience and relationships throughout Central Pennsylvania align incredibly well with our plans for growth in the market. He is a proven advisor focused on implementing customized solutions and creating value for high net worth individuals and families. Chris is a strong leader who will drive significant growth for our firm,” said Lawrence J. DeFluri, Managing Partner.
Chris resides in Mt. Gretna with his wife and two children. He currently serves on the United Way of the Capital Region’s Finance Committee and also serves as an active volunteer for several other charities in the Capital Region.
About SEVENBRIDGE Financial
Group:
SEVENBRIDGE Financial Group is an independent, full-service Registered
Investment Advisor dedicated to serving the varying and distinct needs of our
clients. SEVENBRIDGE Financial Group has offices in Harrisburg, PA and Denver,
CO. For more information, visit www.sevenbridgefinancial.com.
