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.


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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.