Our Crew & Affiliations

The WealthKeel Crew

Chad Chubb, CFP®, CSLP®

Professional Bio:

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex money-issues and simplify them. Chad’s biggest goal is to help his clients free up their time so that they can focus on what matters in life, all while growing their wealth and meeting their goals.

The Fun Bio:

When he’s not working with clients, Chad loves spending time with his wife, Mari, and two sons, Ryker & Xzander. He’s an avid sports fan - rooting for the Boston Bruins, Boston Red Sox, Indianapolis Colts, and Philadelphia 76ers. Although his sons keep him plenty busy, Chad and Mari still love exploring Philadelphia and trying new restaurants whenever they can.

Zack Levine

Lead Tactician

Professional Bio:

Zack is the Lead Tactician at WealthKeel and currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification. He’s passionate about developing financial tactics to help WealthKeel clients reach their goals efficiently while maximizing the impact of their wealth.

Zack passed the CFP® Exam in July of 2021 and is now working to complete the CFP® Board’s three-year experience requirement. Expected Credentialing; Late 2022.

The Fun Bio:

When he’s not working, Zack enjoys playing pick-up basketball games and spending time with his family and friends in Northeast Ohio. Zack is a huge Cleveland sports fan. For better or worse, he fully embraces the “this year is our year” mantra every September when it comes to the Browns. Although that optimism typically turns into “there’s always next year” by the time October rolls around.

Maria Thompson

Director of Client Services

Professional Bio:

Maria is the Director of Client Services at WealthKeel. She has been working in customer and client services for 7 years. To Maria, nothing compares to ensuring the service and paperwork side of their financial life is stress-free.

The Fun Bio:

Balance is an important part of Maria’s life, and nothing says balance like her love of running and cooking – you can usually find her running on the trail or running around the kitchen. Her hobbies change with the season and include downhill skiing, running, biking, reading, and cooking. Maria hopes to someday go July skiing in South America.

Affiliations

Fidelity

Fidelity is one of the leading investment and financial services companies in the world, providing a full range of trading, broad custody, and reporting services. Fidelity administers clients’ assets via the power and operational experience of one of the strongest brokerage platforms in the business and serves as the custodian for many of our clients at WealthKeel.

WealthHarbor

WealthHarbor is the exclusive financial planning portal of WealthKeel clients. The portal allows clients to link all of their investments, bank accounts, liabilities, and more to one central, secure website. WealthHarbor helps to organize your financial life and enables you to see the big picture at a single glance.

Vicus Capital Inc.

Vicus is a Federally Registered Investment Advisor that collaborates with WealthKeel to provide robust asset management services for clients. We work with Vicus to create strategic, low-cost investment portfolios by tapping into the best technology in the business. No matter what your specific preferences, goals, and timelines, Vicus empowers us to build the ideal portfolio for your unique financial situation.

TD Ameritrade

At WealthKeel, we want to provide our clients with custom-crafted solutions for every financial need and concern. That’s why, in addition to Fidelity, we work with TD Ameritrade to offer those we serve a range of choices when it comes to partnering with custodians for investment management services.

Black Diamond

Black Diamond provides innovative and dynamic portfolio management and performance reporting through an easy-to-use web-based application. Black Diamond gives WealthKeel clients easy access to their accounts and information, so they remain informed, up-to-date, and aware of their investments.