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.
See Chad’s FINRA BrokerCheck background report here.
Jeff is a Certified Financial Planner™ and the Lead Tactician at WealthKeel. He is also pursuing his Masters in Personal Financial Planning. 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:
Jeff volunteers as both a deacon and a teacher for his local church community! He and his wife, Mindy, love living in North Canton with their three kids. When he’s not working, he loves playing board games with friends and family - the nerdier, the better!
Mari is the Director of Client Experience at WealthKeel. Mari comes from a long line of financial professionals and is proud to continue the family tradition of serving clients in the financial industry.
Mari is Chad’s highschool sweetheart. Chad had to win her over twice, once to get her to work for WealthKeel and leave her father’s financial planning. And then to marry him! Mari is a rockstar Mommy who loves spending time with her two sons, and when she is not chasing them around, she is in the kitchen experimenting with new cuisines. They love taking family trips together, especially trips to Boston to watch the Bruins and Red Sox.
See Mari’s FINRA BrokerCheck background report here.
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.
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.