When Chad joined Plancorp in 2002, he brought with him a background in accounting, an unwavering commitment to clients—and a healthy dose of southern charm. Originally from Mississippi, his laid-back demeanor is a great complement to his attention to detail, especially considering his role as Wealth Manager.
Chad made the Midwest move in 1998, joined Plancorp in 2002 and hasn’t looked back since, although he still makes it back to Mississippi at least twice a year to visit family.
Outside of work, Chad enjoys firing up the grill with his family, playing basketball, golf and traveling.
Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?
Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.