Chad views his position at Visionary Wealth Advisors as a coach, both internally in recruiting and training new Visionaries, and in advising his clients on setting goals and working toward their dreams.
Chad is an Edwardsville native, who played on the 1998 State Championship undefeated baseball team and is a member of the Southern Illinois University Edwardsville Athletics Hall of Fame in September 2014. Chad played infield with the Baltimore Orioles organization for three years after college, until he was injured, and became a teacher and coach. He went into the financial services industry, seeing a tight connection between coaching and advising. He enjoys educating families on investments and insurance, and coaching them to make wise financial decisions.
Before coming to Visionary Wealth Advisors, Chad spent ten years in the financial services industry, the last five at Northwestern Mutual. Chad made the move to Visionary as a founding member of the firm, for the opportunity to provide better service to clients as an independent advisor. Chad is a CERTIFIED FINANCIAL PLANNER™. To earn his CFP®, Chad completed a rigorous training program and passed a comprehensive exam.
Chad has a Bachelor’s Degree from Southern Illinois University Edwardsville. He and his wife, Katherine, have been married for 12 years and have two children, Samantha and Elizabeth. They both have family in the area and spend a lot of time together, enjoying Edwardsville’s amazing restaurants.
Kathie is an attorney at The Weinheimer Law firm. Chad and Kathie enjoy utilizing their professions to fulfill their passions for helping and serving the community. They co-founded the charity, Edwardsville Neighbors in Need in 2009, which helps families who are having a financial crisis due to an illness or injury. Their charity has given back to the community in excess of $300,000 and helped more than 75 families since its inception.