Since joining Lilley Financial Group as an associate advisor, Chole's focus has been on developing an integrated, holistic approach to financial planning. He prides himself on understanding his clients and relating to them on more levels than simply their financial interaction. This unique skill combination allows him to develop and customize innovative strategies that truly address his clients' needs providing them the peace of mind that they have a defined pathway towards a secure financial future. Chole believes that great things are accomplished through partnerships built on transparency, trust and integrity. He works hard to demonstrate these values in everything he does, both personally and professionally. He is currently working toward his Certified Financial Planner designation.
Outside of work, Chole enjoys spending time with his family. He has an appreciation for the arts and stays active playing soccer and golf amongst other sports.