Professional

Chris Poe has been part of Northwestern Mutual since 1995 and is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company

Education 

Bachelor of Arts, History, Hampden-Sydney College, 1986
 

Professional Designations

  • CFP ® - CERTIFIED FINANCIAL PLANNER™
  • ChFC ® - Chartered Financial Consultant
  • CLU ® - Chartered Life Underwriter

Society of Financial Service Professionals

Chris is a member of the Society of Financial Service Professionals, the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisors

National Association of Insurance and Financial Advisors (NAIFA)

Chris  is a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members.

 

Personal

A lifetime resident of Virginia, Chris Poe moved to Charlottesville in 1993 to serve as the Young Life area director. In 1995, after eight years with Young Life, Chris began as a wealth management advisor with Northwestern Mutual. He and his wife Dianna have been married since 1989 and have three children. Tucker, the oldest, resides in Charlottesville with his family, Emily works for a women's homeless shelter in Chicago and Jake is a financial advisor with Northwestern Mutual in Richmond, VA. 

Chris enjoys golf, fishing, reading, travelling, UVA basketball and Leeds United.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

I Have A Dream Foundation

Chris Poe was the chairman of the board and founder of the "I Have a Dream" Foundation of Charlottesville. In 2000 Chris and his staff adopted 63 "dreamers" at Clark Elementary School with the promise of providing free in-state college tuition alongside a year around curriculum of educational, social and cultural enrichment programs. Our "dreamers" are now college graduates

The Haven

Chris is on the board of The Haven which is a local day shelter and transitional housing placement agency.

Piedmont CASA

Chris Poe is a CASA volunteer at Piedmont CASA

Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline