We're fully invested in your future success.
Wherever you are in life, whether a seasoned investor or a newcomer to the markets, we're here to make wealth management work for you. Maybe you're invested in your employer's plan. Maybe you have an IRA on the side. These are great first steps toward doing even more. Our Wealth Management team* can hook you up with stocks, bonds and mutual funds. But that's just a sliver of the job description. What they do best is help people shape their financial future and strive to turn today's dreams into tomorrow's reality. Their approach is personal - they'll listen to your story, focus on your unique goals and fine-tune a plan that lets you move forward with confidence.
Have you recently changed jobs, or are planning to retire soon? Contact our team for a review of your accounts.
- Professional asset management
- Long-term financial planning
- Retirement and education planning
- Insurance products
- Stocks, bonds and mutual funds
- Fixed-rate and variable rate annuities
- Trust and estate planning
Meet Our Team
Chris Mathews and Aaron Strawderman are experienced wealth management professionals who look forward to providing you with one-on-one 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
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 AdvisorAaron 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