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Episode 246: Leading with Personality in a Numbers Business

Chris Schipske of Athlon Advisors

“One of our core values is the word fun. And it’s the first one we say, because we make these weird, these complex sort of topics, we actually make them kind of fun.” – Chris Schipske

In this episode of Cambridge Stronger, Chris Schipske, Co-Founder of Athlon Advisors, shares his journey from accounting student with no intention of becoming a CPA to building a culture-driven advisory firm. He reflects on the mentor who changed his career path, the credibility he built through public accounting and investment management, and why hiring for personality and emotional intelligence matters more than technical skill alone. Chris also shares the personal story that shaped his belief in helping clients live well today while preparing responsibly for tomorrow, and offers perspective on mentorship, succession, and the evolving role of AI in financial services.

Episode 246: Leading with Personality in a Numbers Business

  • The power of mentorship and culture-first leadership
  • Simplifying complex financial concepts with empathy and clarity
  • Balancing living for today with planning for tomorrow

About Chris Schipske

Financial Advisor, Co-Founder, and Managing Partner at Athlon Advisors

Chris Schipske is a Financial Advisor, Co-Founder, and Managing Partner with more than 25 years of experience in investment management and financial planning. He combines technical expertise with a down-to-earth, client-focused approach, helping individuals and families navigate complex financial decisions with clarity and confidence.

As both a Certified Financial Planner® and Certified Public Accountant, Chris understands how financial planning and tax strategy work together to support long-term success. His guiding philosophy is simple: help clients live well today while preparing confidently for retirement tomorrow. He holds FINRA Series 7, 24, and 66 licenses and is state Life & Health Insurance licensed.

Before co-founding Athlon Advisors, Chris worked in public accounting and as an analyst for two mutual fund companies, and previously founded Platinum Financial Group.

https://athlonadvisors.com/athlon-advisors-columbia-md/

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Fixed insurance offered through various, independent insurance companies. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Athlon Wealth Advisors and Cambridge are not affiliated.

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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