Chad views his position at Visionary Wealth Advisors as a coach 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. 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.
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, Kathie, have been married since 2004 and have two beautiful daughters, Sami and Ellie. 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 2009, which helps families who are having a financial crisis due to an illness or injury. To learn more visit www.edwardsvillneighbors.org. Their two main events are the Taste of Edwardsville and The Turkey Trot which have become signature events in the Edwardsville community. Chad also serves on the SIUE Foundation Board and is the Treasurer on the Edwardsville Children’s Museum Board.