Chad is a Certified Financial Planner™ and the founder of WealthKeel. He holds the Series 7 & 66 registrations and maintains Life, Accident, and Health Insurance Licenses.
Chad knew providing others with comprehensive financial guidance was his calling when he built his first investment portfolio at 14 years old. He asked his mom to open an investment account for him and he contributed money from the neighborhood businesses he started. At 19, Chad obtained his Life, Accident, and Health Insurance Licenses and started his professional career as an independent insurance agent while a student at Penn State.
Chad went on to earn his degree in Finance from the Smeal College of Business at Penn State University and graduated with High Distinctions. As a summer associate, he worked with Merrill Lynch and the Snyder/Balducci Group, one of the most successful Wealth Management teams on Wall Street, managing over 2 billion dollars in assets. After graduation, Chad worked with another successful advisor who mentored him at PFG Wealth Advisors. He was responsible for building extensive financial plans for high-net-worth clients.
Today, Chad enjoys working with busy professionals to create financial plans that make their complex lives a little simpler, so they can focus on what matters while growing their wealth over time. Outside of the office, Chad is an avid sports fan and roots for the Boston Bruins, Boston Red Sox, Indianapolis Colts, and LA Lakers. He is a fitness practitioner and foodie, but still gives the cooking edge to his wife, Mari. Chad and Mari have one “furry” son, Bruin.
See Chad’s FINRA BrokerCheck background report here.
Mari is the Director of Client Experience at WealthKeel. She holds the Series 6 & 63 registrations and her Life, Accident, and Health Licenses.Mari comes from a long line of financial professionals and is proud to continue the family tradition of serving clients in the financial industry. Her father worked as a successful financial advisor with Prudential for 39 years and consistently ranked among the top advisors in the country.
She obtained her degree in Finance from the Smeal College of Business at Penn State University and started working with her father at Prudential right after graduation. Chad had to work hard to convince her to leave Prudential and join WealthKeel. He had to work even harder to get her to marry him.
When she’s not working hard to provide WealthKeel clients with the best experiences in designing their custom crafted financial plans, Mari enjoys spending time with her four-legged kiddo, Bruin. She’s an animal lover and hopes to add more kids -- both two- and four-legged -- into the family in the future. She’s also a fitness guru who loves to do cross-training inspired workouts and a world-class chef with a focus on Paleo cuisine.
See Mari’s FINRA BrokerCheck background report here.
See their FINRA BrokerCheck background reports here.