Chad Tennant

Chad Tennant

Chad Tennant
Director of Client Services

Chad Tennant is the Trusted Advisor and Director Of Client Services for our clients. After leaving the US Army as an Engineer Officer, he chose to serve families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. He has been providing the highest level of comprehensive financial services to his clients for over 8 years. When Chad is not building furniture in his dream workshop, going to school activities with his three children, or serving as a leader in his church, he is training for his next triathlon.

For every client:

• My job is to understand what you are trying to accomplish in all of your financial areas and make sure that your wishes and goals are effectively communicated to each team member
• I ensure that all reports and recommendations are up to date and applicable for each of your three Client Progress Meetings throughout the year
• If you ever have a question or situation that needs to be addressed immediately, you can always feel free to give me a call