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Christopher Walczak

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Christopher Walczak

Board Member | HB Wealth

Maryland, Columbia, United States

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Christopher Walczak

Summary

Christopher Walczak is a seasoned financial professional with a strong background in wealth management and estate planning. He joined WMS Partners in 2019 and quickly rose to the position of Managing Director and Senior Advisor following the firm's integration with HB Family Office in January 2025. With over a decade of experience working with ultra-high net worth families, he has established a reputation for delivering exceptional financial strategies and services. As a CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor, Christopher is committed to professional excellence and community involvement, serving on the board of the Financial Planning Association of Maryland. He holds a Bachelor's Degree in Economics from the University of Maryland and is passionate about coaching youth sports in his personal time. His dedication to client retention and satisfaction is evident in WMS's impressive 99% retention rate, making it a leading wealth advisor in Maryland.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Christopher Walczak

Work Experience

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Senior Advisor and Shareholder at

HB Wealth

January 2025 - Present

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Christopher Walczak

Education

The University of Maryland, College Park, Bachelor of Arts, Economics

University of Maryland, Financial Planning Coursework

Ridgewood High School

Frequently Asked Questions about Christopher Walczak

What is Christopher Walczak email address?

Christopher Walczak's primary email address is ********@wms-partners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Christopher Walczak work for?

Christopher Walczak is a Board Member at HB Wealth.

Where Christopher Walczak graduated from?

Christopher Walczak holds a degree in null from The University of Maryland, College Park.

How can I directly contact Christopher Walczak?

To contact Christopher Walczak directly, you can use the email address ********@wms-partners.com. Complete contact information is available upon registration with Muraena.

Who is Christopher Walczak?

Christopher Walczak is a seasoned financial professional with a strong background in wealth management and estate planning. He joined WMS Partners in 2019 and quickly rose to the position of Managing Director and Senior Advisor following the firm's integration with HB Family Office in January 2025. With over a decade of experience working with ultra-high net worth families, he has established a reputation for delivering exceptional financial strategies and services. As a CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor, Christopher is committed to professional excellence and community involvement, serving on the board of the Financial Planning Association of Maryland. He holds a Bachelor's Degree in Economics from the University of Maryland and is passionate about coaching youth sports in his personal time. His dedication to client retention and satisfaction is evident in WMS's impressive 99% retention rate, making it a leading wealth advisor in Maryland.

Christopher`s contact details

mail

********@wms-partners.com

Colleagues

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Chad Norfolk

Vice President & Principal

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Joel Houck

VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst

Abbey Flaum

Partner, Family Wealth Strategist

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Kyle Glenn

Analyst

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Thomas Carroll

Management Associate, SunTrust Commercial Banking Training Program

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Bill Bolen

Marketing Analyst

Don Moody

Chief Planning Officer

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Bryan Lopez

Accounting Associate (WMS Partners)

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Jamie Hennessy

Audit Executive

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