Meet The Team

Chris Weismiller

Principal, Wealth Advisor
chris@directionalinvestments.com

Chris is a Wealth Advisor with Directional Wealth Management, a firm specializing in retirement & wealth planning and located in Tampa FL. Directional Wealth Management is dedicated to offering the highest quality investment management, retirement and wealth management services to successful individuals, businesses, corporate executives and retirees, and their families.

Chris has been working with affluent individuals, families, and businesses as their trusted financial professional for more than a decade.

Prior to founding Directional Wealth Management, Chris was a Vice President with Fidelity Investments. Chris found his passion for investments early on in life. The years of experience with investing and personal finance matters along with his passion for helping others is what drives the world class experience that Chris is committed to delivering.

Chris graduated with a Bachelor’s degree in Finance from The State University of New York.

Chris’ pledge to providing outstanding service begins by taking the time to fully understand your goals and objectives; to understand what your fears and concerns are. This is followed up with developing a customized solution, tailored specifically to achieve a balance of meeting your needs and wants through retirement.

Steve Jobs, former CEO of Apple is famously quoted saying “Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.”

Chris’ commitment to you is to listen and understand; to commit to professional and academic preparedness. We will take as much time as we need so that we know what you need before you realize it yourself.

Being your trusted financial professional is a significant responsibility that we are humbled by. Nothing is more important than this. Contact Chris to schedule a call or meeting.

A Network of Support

Directional Wealth Management has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development and operational support we need. Through our alliance with IFP, we have access to a wide variety of tools and resources to support plan sponsors, plan participants and private investors.

IFP fully supports financial professionals independence, allowing me to take advantage of the many services they offer while putting your interests above all else. I'm also able to leverage their network of financial professionals and subject matter experts from across the nation to help address even the most complex needs of my clients

Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers financial professionals through freedom of choice and a constantly evolving technology suite that’s designed to help build better client experience

Asset Management

Aaron Gilman, CFA®, CFP®

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Directional Wealth Management

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Pete Nunley, CFA™

Director, Asset Management, IFP Asset Management

Pete Nunley conducts due diligence for investments and also helps manage IFPAM's model portfolios. Additionally, Pete helps financial professional with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Directional Wealth Management

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Hessum Zangenehpour, CMT

Director, Trading, IFP

Hessum is responsible for processing advisory fees and serves as a liaison to financial professionals with regards to various billing needs with external and internal contacts. He previously has worked on a variety of quantitative trading projects with privately held firms and individual clients and was an early investor in Bitcoin.

Mr. Zangenehpour is an employee of Independent Financial Partners and not alliliated with Directional Wealth Management

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Private Markets

Jake Muehlschlegel, CAIA

Alternative Investment Analyst, IFP

Jake Muehlschlegel is responsible for performing the initial and on-going due diligence of alternative investments at IFP. Alternative investments include private real estate, hedge funds, private equity/credit, and real assets. Jake also serves as an extension of IFP's wealth management teams to provide insight on manager selection and customized alternative strategies. Lastly, Jake assists IFP's wealth management teams in completing complex tax strategies such as securitized 1031 exchanges and Qualified Opportunity Zone investments.

Mr. Muehlschlegel is an employee of Independent Financial Partners and not alliliated with Directional Wealth Management

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Client Services

Alisa Knafelc

Associate, Client Services, IFP

Alisa has been in the financial industry for over 5 years helping streamline processes to aim to improve the client experience. Ms. Knafelc fields calls from individuals contacting Directional Wealth Management and helps direct them to the proper person.

Ms. Knafelc is an employee of Independent Financial Partners and not affiliated with Directional Wealth Management

Insurance Services

To provide you with the highest level of support and expertise with insurance products and risk management strategies, we partner with the IFP Insurance Group powered by The Pinnacle Group located in Jacksonville Florida. Pinnacle, through its unmatched team of specialists, is an industry leader in advanced planning and creative strategies. They serve as an intricate resource in our delivery of holistic and comprehensive planning to our clients.