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.
Request an Appointment
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.