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Our Crew & Affiliations


The WealthKeel Crew


Chad Chubb, CFP®, CSLP® Photo
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Chad Chubb, CFP®, CSLP®

Founder & Director of Navigation

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. 

Maria Thompson Photo
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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.

Zack Levine Photo
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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.

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.