PASSION. DETERMINATION. COMMITMENT.

Founder and President of Selective Wealth Management (“Selective”), is a Charter Financial Analyst with a passion for financial advising and investment management. He graduated from Penn State in 2007 with a degree in Nuclear Engineering and spent three years as a Reactor Physics Startup Engineer at Areva. Chris founded Selective in 2012, and under his leadership, Selective experienced significant growth through 13 acquisitions growing to more than $350 million in assets. Chris was the portfolio manager for the Selective Opportunity Fund and Selective Premium Income Fund from 2015 to 2022. In addition to building Selective, Chris is married with one daughter and enjoys spending his free time with friends and family.

Matt is a CERTIFIED FINANCIAL PLANNER™ professional and CPA with Selective Wealth Management. He currently serves as a Wealth Advisor and subject matter expert in Taxation, providing comprehensive wealth management services to clients and working with Selective’s advisors to produce optimal tax outcomes. Matt graduated from Liberty University in 2003 with a degree in Accounting. Matt resides in Monroe, VA with his wife, Samantha, and their two children.

Marjun Tare is a financial planner and partner at Selective Wealth Management. As a CERTIFIED FINANCIAL PLANNER™ professional, Marjun has spent over half a decade helping clients meet their investment and retirement goals by providing tailored solutions. One of the most rewarding aspects of his work is guiding clients from the disorder, ambiguity, and chaos of their finances to attaining the confidence they need to move forward with clarity. Outside of work, Marjun enjoys spending time with his wife and two kids, cooking something new on the grill, and exploring new places and spaces in and around Charlotte, NC.

Robert is a CERTIFIED FINANCIAL PLANNER™ professional with Selective Wealth Management. He currently serves as a Wealth Advisor and Director of Operations, providing comprehensive wealth management services to clients and ensuring smooth day-to-day operations for Selective. From 2020 to 2023, Robert led acquisitions at Selective overseeing seven unique transactions totaling more than $200 million dollars. Robert graduated from Liberty University in 2018 with a degree in Finance. Robert resides in Lynchburg, VA with his wife, Daniella, and their two-year-old son, Liam.

Seth graduated with a Master of Arts in Business and Executive Leadership from Liberty University. Seth loves building deep relationships with clients and delivering comprehensive wealth strategies to help them achieve their goals. Outside of Selective, Seth resides in Forest, Virginia, and he loves fitness, athletics, and spending time with his wife and three children.

Drew, a native to Central, VA completed his B.S. in Applied Economic Management after earning his degree from Virginia Tech’s financial planning program. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he seeks to simplify and optimize people's financial lives. Outside of work, Drew enjoys hiking with his family, joining in on local trivia nights, finding fellowship in his church, and returning to Blacksburg for the occasional football game!

Trent, a CERTIFIED FINANCIAL PLANNER™ professional with Selective Wealth Management, serves as a Wealth Advisor at our Charlotte, NC office. Passionate about delivering comprehensive wealth management services to our clients at Selective and assisting them in achieving their goals, Trent graduated with a degree in Finance and earned his MBA from Liberty University. His commitment to setting and achieving goals extends beyond the financial realm, as evidenced by his completion of a marathon and Ironman Triathlon.

Cheryl has been working as an administrative professional across multiple job sectors for the past two decades. She loves to interact with clients and help them achieve their goals. Cheryl joined the Selective Wealth Management team in August of 2021 and has earned the Financial Professional Qualified Professional designation. Raised in Northwest Philadelphia, she now calls Southwest Virginia home. Cheryl is an avid sports fan, loves to spend time outside in nature, and enjoys crocheting and knitting. She is a proud army wife and mother of two adult children.

Peggy joined the Selective Team in February 2022 after a move from Greenville, SC where she served as the Office Manager for a Financial Advising Firm for 14 years. She serves our clients daily in the Operations Department of our firm. Peggy is married with two sons, who with their wives have blessed her with 4 grandchildren. Peggy holds a Bachelor Degree from Samford University in Birmingham, Alabama and a Master’s of Christian Ministries from North Greenville University in Tigerville, South Carolina.

In addition to the work he enjoys at Selective, Shannon runs a non-profit that offers workshops and 1on1s in a biblical context. Add to that his dog Ghost, his cyber orange Bronco "Iaur", shawarma, chocolate gravy & biscuits, video games, AI, family & friends, and travel - and he's pretty content with a colorful & rewarding life.

Josh is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Certified Compliance Professional with Selective Wealth Management. He currently serves as Chief Compliance Officer, overseeing regulatory compliance and developing systems to help facilitate advisor workload. Josh graduated from Liberty University in 2012 with a degree in Human Resource Management. Josh resides in Lynchburg, VA with his wife, Erin and their three children.