Simplified Financial Advice.

Meet Chad


Chad Phipps has a knack for translating complex financial strategies and maneuvers into understandable, common language; helping our clients feel more confident about the choices they make. Chad has an extensive background as a small business owner in a variety of fields including construction and retail but made the move to financial services in the beginning of 2008.

His cool, mild-mannered nature fades as he trades the office for the outdoors and spends his family time camping. That is, when not watching or coaching his kids in their respective sports.