We're here to help you make the right moves.
As a business leader, there's a lot riding on your financial planning. Like the growth potential of your company. And the well-being of your workforce. With so much at stake, it makes sense to consult specialists who can outline all your options. Our Wealth Management team* has years of experience helping businesses invest funds, manage assets and generally shape their financial future.
- Professional asset management
- Long-term financial planning
- Retirement plans for you and your employees
- Insurance products
- Stocks, bonds and mutual funds
- Fixed-rate and variable rate annuities
- Business trust planning
Meet Our Team
Chris Mathews and Aaron Strawderman are experienced wealth management professionals who look forward to providing you and your business with personalized financial planning assistance. There is no charge for consultations and no obligation to invest in any financial products.
Check the background of this investment professional on FINRA's BrokerCheck.
Chris Mathews, MBA, CFP®, RICP®
MBA, CFP®, RICP®
Vice President/Wealth Advisor
Vice President/Wealth Advisor
Chris has over 25 years of experience in financial services and is a Certified Financial PlannerTM, Retirement Income Certified Professional®, LPL Investment Advisor Representative.
Chris has served in many capacities; in management, as a producer, and a full time advisor. He began his career with Merrill Lynch and then joined BGS&G Investment Services, Inc. Chris later became V.P. of Century Retirement and Wealth Management in Cleveland. In 2002, he accepted the position of President of CBIZ Financial Solutions, Inc. and transitioned into working exclusively with clients. Chris joined together with First Peoples in December of 2010 to form First Peoples Wealth Management Services as your Wealth Advisor.
As a wealth advisor, Certified Financial PlannerTM and Retirement Income Certified Professional®, Chris’ experience includes retirement planning, IRA rollover services, IRA distribution options, IRA distribution education, brokerage accounts, tax sheltered savings, life insurance, as well as overall financial planning and reviews.
Aaron Strawderman
Vice President/Wealth Advisor
Aaron has over 20 years of experience in financial planning and is an LPL Investment Advisor Representative and LPL Financial Advisor.
Aaron began his career in 1996 with BGS&G Investment Services, Inc. and then continued to CBIZ Financial Solutions, Inc. Throughout his career, he has fulfilled several roles including research, sales assistance, and financial advisor. Aaron joined together with First Peoples in December of 2010 to form First Peoples Wealth Management Services as your Wealth Advisor.
In recognition of his financial experience and dedication to the principles of sound investing, Aaron has been honored by American Funds* by being placed on their All American Team.
As a wealth advisor, Aaron’s experience includes retirement planning, IRA rollover services, IRA distribution options, IRA distribution education, brokerage accounts, tax sheltered savings, life insurance, as well as overall financial planning and reviews.
*American Funds, First Peoples Wealth Management Services, and LPL Financial are all unaffiliated.
Disclosures
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
First Peoples Community Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for First Peoples Community Federal Credit Union to make these referrals, resulting in a conflict of interest. First Peoples Community Federal Credit Union is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Peoples Community Federal Credit Union and First Peoples Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Peoples Wealth Management Services, and may also be employees of First Peoples Community Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Peoples Community Federal Credit Union or First Peoples Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:
RICP conferred by the American College.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DE, FL, IL, KY, MD, MO, MS, NV, NY, NC, OH, PA, SC, TN, TX, VA, WA, WV