Chris Wilbratte has 32 years of experience working with business owners and entrepreneurs. As a lifelong entrepreneur, he has a unique perspective on the challenges and opportunities they face. He helps them manage their financial world so they can focus on growing their business and spending time with their families.
In 2013, he and Jim Morano, CPA established Echelon Financial and Osborn Morano CPAs. The combination of Tax Preparation, Tax Strategy, Bookkeeping, and Wealth Management lowers the level of complexity and time for their business owner clients.
In 1992, after leaving Fidelity Pension Services, Chris founded Quantum Pension Services, which he grew to over 30 representatives serving over 12,000 clients.
Chris received his BBA in Finance and Marketing from Texas State University. He is a licensed Certified Financial Planner (CFP) professional and a CERTIFIED FINANCIAL PLANNER.
