Chris serves as Associate Wealth Management Advisor at Passehl Financial specializing in holistic planning. He is a graduate of the University of Delaware and Richard Stockton University.

After being with Northwestern Mutual since 2011, Chris joined Passehl Financial in 2019 where he has a passion for impacting his clients’ lives. Chris volunteers with Center for Family Services in New Jersey.

When he’s not helping clients plan and achieve their goals, Chris spends his time with family and playing basketball. He and his wife Katrina have two children and a dog named Red.

Mike joined Passehl Financial in November of 2022, as the Director of Investments and Planning. Mike brings with him over 23 years of experience in the financial services industry advising families, individuals and businesses on investments and financial planning, including spending the last 10 years managing $300+ million in assets for high-net-worth clients.

Mike oversees the implementation of the firm’s planning and investment strategies, including market commentary, portfolio construction/design, broad based training, portfolio analysis and proposals. Mike provides leadership and development to the other members of Passehl Financial’s investment team, deliver case consultations and provide our clients with another knowledgeable resource.

Aligned with Passehl Financial, Mike prides himself on a client centered approach that focuses on building deep, long-lasting relationships with clients, starting with planning to understand a client’s goals and objectives. Throughout the process, risk issues are identified and mitigated while a workable plan is set in motion to reach the identified goals and objectives. Deep rooted in this approach is building trust by always putting clients’ needs and objectives first and doing what is in the clients’ best interest. Working with other professionals in the client’s network, as needed, ensures a comprehensive strategy is in place designed to help reduce risks and grow assets. When asked about his unique approach, Mike states, “What is most important to me is knowing my clients have peace of mind that their families are protected, and their financial future is secure. I have personally witnessed how proper planning can benefit clients and how poor planning can devastate them.”

Mike was born and raised in Cherry Hill, New Jersey, and now lives in New Smyrna Beach, Florida, with his wife of 25 years, Stacia. They have two children, daughter, Macrae, and son, Ryan. He is a graduate of the University of Central Florida. Mike has been an avid surfer for over 35 years, and travels often to Costa Rica to fulfill this passion – visited over 25 times!

Lori has been a team member with Passehl Financial since inception. Lori is the backbone to the firm as Practice Manager.

With a background in counseling, human relations, training and development, Lori has Masters Degrees from Villanova University.

Married to Founder, Geoff, the two are proud parents to three children. Lori is a native of New York and has called the suburbs of New Jersey home since 2001. She loves to work out, travel and spend as many days as possible with her toes in the sand in Brigantine, New Jersey.

Karen joined Passehl Financial in 2006. As a long-term employee with the team, Karen serves as Passehl Financial’s Director of Insurance Operations and Services. With a background in training and development as well as office operations, she dives in deep delivering the highest level of service to the firm’s clients.

Karen graduated from Rowan University with a degree in Business and currently holds her Life, Accident and Health license.

Married to Neil, they have two children and two fur children named Bailey and Marley. She loves spending time with her family, coaching, working out, camping and learning about nutrition. Karen and her family volunteer in their community by supporting local families, the Arthritis Foundation and Alex’s Lemonade Stand Foundation.

As a Planning Assistant, Jennifer loves helping clients reach their financial goals while working side by side with her dedicated team. Jennifer received her Planning Assistant designation in 2019.

After graduating from the University of Tampa, Jennifer dove right into her career in finance working in sales and support roles prior to being promoted as a Planning Assistant. She specializes in retirement planning software, building financial plans, and helping to strengthen the relationship with clients by offering unique solutions to complex problems.

Jennifer was born in Philadelphia and currently resides in Southern New Jersey. When she’s not working, Jen enjoys tennis, yoga, snowboarding and has a passion for travel.

Dawn serves as Investment Operations Associate. As Investment Operations Associate, dives in deep to master different aspects of the business to ensure each client’s experience is seamless.

In her previous career, she worked in mutual funds where she learned project management and how to conduct targeted research. Dawn marries her previous experience with her experience in working in education to support the core functions of the Passehl Financial investment approach.

Dawn enjoys watching her three children play sports and seeing their passion for the game. Her favorite place to relax is Sea Isle, New Jersey.