CFP®, AIF®
Senior Wealth Manager
Email: chad@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Chad Take Financial AssessmentCFP®, AIF®
Senior Wealth Manager
Email: chad@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
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.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163