Meet The Team
Providing Excellence
Located in the Lehigh Valley, Englebert Financial Advisers provides portfolio management services and custom financial plans for investors of all ages. We are a fee-based Registered Investment Advisory firm that acts as a fiduciary for our clients. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service.
Chris Englebert
FOUNDING PARTNER & CHIEF INVESTMENT OFFICER
“After working on my grandparents’ farm as a child, my first real job was working at a bakery. I started at age 14 sweeping the floors and ended up being a certified union baker by age 21. It was a great job to have while in school and I truly learned the value of hard work.”
Chris began his career in 1984 with E.F. Hutton, utilizing their institutional managed accounts program through the Consulting Group to place institutional and high net worth clients with professional money managers. He began working with Pennsylvania Municipal Defined Benefit Plans to help increase their investment returns and meet their actuarial assumptions with professional money managers.
In 1986, he became a founding member of APIC, the Association of Professional Investment Consultants, an organization made of E.F. Hutton consultants that wanted to bring the highest level of professional money manager consulting to their high net worth and institutional clients. Many cutting edge investment reporting and due diligence protocols were established during the early days of money manager consulting. During the 2008-2009 global financial crisis, Chris made numerous trips to Harrisburg to educate state legislature on the intricacies of defined benefit pension funds and beneficial changes that could be made to them. While maintaining and growing his high net worth client relationships, his experience evolved his business into focusing on Pennsylvania municipal finance. He advises on various facets of asset allocation, manager selection and index utilization. He has also introduced a new defined contribution format, utilizing active investment models for participants.
Chris graduated from the University of Minnesota with a major in Agricultural Business and minor in Agricultural Economics. He is married to wife and business partner, Jamie, has three children and a granddaughter who call him “Chief”. When not working, Chris enjoys tennis, golf, snow skiing and practicing his Second Amendment rights.
Jamie Englebert
PRESIDENT & CHIEF COMPLIANCE OFFICER
“When I was in middle school, I couldn’t wait to start working! My first job was at Crystal Springs Dairy and I’d often ride my bike to get there. I worked the cash register, stocked shelves, washed dishes and scooped ice cream. I gained a true appreciation for hard work, especially when I got my first paycheck. What’s FICA? I laugh about it today. I loved that job and the responsibility of it.”
After graduating from Muhlenberg College in 1997 with a B.A. degree in Business Administration, Jamie launched her career in the financial services industry at full-service broker-dealer, Salomon Smith Barney. In 1998, she started in the Cashier position, moved on to Administrative Assistant, then obtained Series 7 and Series 63 licenses in the year 2000. She partnered up with several seasoned advisors before ultimately teaming up with now husband and business partner, Chris Englebert.
The team left the wirehouse in 2014 to become independent as a Registered Investment Advisor. The Englebert Team focuses on Pennsylvania municipal finance (DB plans, DC plans, DROP accounts), as well as servicing individuals from those just starting out to the high-net-worth. Jamie is also a Pennsylvania Notary Public.
Jamie has a beautiful blended family with husband Chris, three children and a granddaughter who calls her “GJ”. She enjoys hiking, fitness, music, her community volunteer work, and spending time with friends. Jamie is also a Certified Cycle Instructor.
Andrew Gaines
“Throughout high school, I held multiple positions at a local ski resort. I loved being up at the mountain and taking any break time to go out and get in a couple of runs. Being a snowboard instructor not only taught me patience but allowed me to interact with people of all ages and learn that everybody has different needs.”
Andrew graduated Magna Cum Laude from Muhlenberg College in 2024 with a Bachelor of Arts in Finance and honors in Economics. He was inducted into Omicron Delta Epsilon, an international honors society for the field of Economics, and Chi Alpha Sigma, the national honor society for collegiate student athletes. Andrew held two summer internships in different areas of private equity, providing him with experience at both the parent company and one of its portfolio companies. During the spring semester of his senior year, Andrew joined Englebert Financial Advisers as an intern. In September 2024, Andrew passed the Series 65 exam, became a full-time team member and is now serving clients as a financial advisor.
Andrew is a member of a tight-knit, loving family, who have lived in the Lehigh Valley for 4 generations. Throughout his four years at Muhlenberg, Andrew was a member of the men’s soccer team and continues to play soccer in his free time. In the winter he enjoys skiing and snowboarding, primarily at the ski resort he worked at years ago.
Tyler Giovarelli
Client Relationship Manager
“One of my earliest work experiences was spent washing dishes at a country club. While I was forearm deep in the soup of the day, I remember seeing finely dressed club members visit the kitchen with merry red faces cracking jokes and tipping the servers. I always told myself I would like to be as happily retired as these individuals, to the extent where I would be the joyful member heading back to the kitchen to slide the dishwasher a couple extra dollars. Over a decade later, I could not be more excited to work for professionals who specialize in helping people retire financially comfortable.”
Tyler graduated with an Associate’s degree in Communication Studies from Northampton Community College in 2013. He continued on to complete his Bachelor’s degree in Sports Management from Kutztown University in 2015. Since graduation, Tyler has served in a management role in the restaurant industry, followed by a sales position with an international payroll company. His ability to create and maintain relationships has been integral to his success thus far. Not only is he thrilled to cater to the needs of our clients, but he is also passionate about growing a career in finance.
Above all, Tyler takes pride in being a loving son, brother, friend, and boyfriend. His interests outside of the office include spending time with loved ones, watching sports, playing video games, and researching his personal investments.
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