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About
Meet The Team
Christopher H. Brashier
President, Founder
He draws on almost 30 years of combined experience as an executive with Mobil Oil Corporation, and as a Financial Advisor with Merrill Lynch, First Union Capital Markets and Wells Fargo Advisors. In 2008, he was named as one of Barron’s Top-1000 Advisors1 in the United States. In 2011, the practice became fully independent and is currently located in New Hope, PA.
Mr. Brashier graduated from The College of New Jersey, cum laude, with a bachelor’s degree in economics. He is a member of Rotary International and the National Trust for Historic Preservation.
In his local community, Mr. Brashier is on the Advisory Board of I Am Trenton, a non-profit community organization founded with the understanding that each and every individual who lives, works, learns or plays in Trenton can contribute to the city. He is also a Trustee of the Cadwalder Park Alliance, a non-profit organization that works in conjunction with the city of Trenton to ensure the future of Cadwalder Park. The organization works with corporations, governments and private citizens in efforts to restore this national treasure, designed by renowned landscape architect Frederick Law Olmstead. He also has advisory roles on Trenton First Initiative — a non-profit organization that provides resources to various activities and programs for residents of Trenton; and is a former member of Capital City Redevelopment Corporation — a NJ state agency charged with facilitating redevelopment in the Capital District of the City of Trenton.
In his free time, Mr. Brashier enjoys spending time with his wonderful wife, Mary, and their six children. He also enjoys exercising along the Delaware and Raritan canal path.
1The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors’ practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records, Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.
Christopher Lindenthal
Director of Planning, Investment Analysis
Certified Financial Planner™
CHRIS LINDENTHAL is the Director of Planning and Investment Analysis at CHB Investment Group, LLC. Chris focuses on building and monitoring clients’ long term cash flow models, ensuring plans remain within pre-determined goal ranges and adjusting those plans with clients when necessary. Chris also assists in executing trades in client accounts, building asset allocated portfolios for clients and reviewing performance and risk analytics.
Chris has been working at CHB Investment Group, LLC for over 12 years, with 4 additional years in the industry at Merrill Lynch. He graduated from The College of New Jersey, located in Ewing, NJ, in 2001 with a Bachelors of Science in Finance. In his free time, Chris enjoys reading, playing video games and spending time with his rescue dogs and adopted cats at his home in Doylestown, PA.
CFP®
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
DEBRA T. JONES
Director of Client Services
As the Director of Client Services with CHB Investment Group, LLC, DEBRA T. JONES is responsible for the management of client relationships, ensuring that their day-to-day account needs are met both effectively and efficiently. Additionally, Debra oversees the daily maintenance of client accounts along with the resolution of client issues. She does all of this with a smile, and believes providing clients with the highest level of client servicing.
Debra has worked at CHB Investment Group, LLC for over 20 years. Born and raised on the island of Bermuda, Debra attended Kean university in Union, NJ where she obtained her Bachelors of Arts in Elementary Education and a minor in Psychology. It was there that she met her husband of over 25 years, and together they have three daughters. Family is everything to Debra, and she enjoys spending as much quality time with them as possible. She also enjoys travelling, family time, cheering for her favorite football team (Pittsburgh Steelers), the beach and attending church with her family.
Disclosures
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