Chad Chubb, CFP®, TPCP®, CSLP®

FOUNDER & FINANCIAL PLANNER

Chad holds the Certified Financial Planner™ (CFP), Tax Planning Certified Professional (TPCP), and Certified Student Loan Professional (CSLP) marks, but most importantly, is the visionary founder of WealthKeel LLC. A firm he launched in 2015 to address the unique financial needs of physicians through an innovative flat-fee model. Starting his career fresh out of college, Chad recognized the demand for specialized financial planning within the physician community. Under his leadership, WealthKeel’s team of award-winning CFP® professionals empowers physicians to minimize taxes, optimize investments, and design roadmaps for their dream futures.

Chad’s expertise has earned him prestigious accolades, including “Top 40 Under 40 Advisor in the US” by Investment News (2020), “Top 10 Young Advisors to Watch” by Financial Advisor Magazine (2021), “Top 100 Independent Financial Advisor” by Investopedia (2021 & 2022), and multiple recognitions as a “Top 10 Financial Advisor” by The White Coat Investor.

A dynamic educator, Chad shares actionable financial strategies through his popular YouTube channel and co-hosts the Physician Cents podcast. He is also a sought-after speaker, delivering insights on financial topics at hospitals and medical organizations nationwide.

When not crafting tailored financial plans, Chad cherishes adventures with his wife—his high school sweetheart 😍 —and their three energetic boys, exploring new travel destinations or savoring foodie hotspots. A committed early riser, Chad jumpstarts his days with an invigorating workout or run, which he champions as the cornerstone of successful long-term financial planning: prioritizing health and wellness. 💪

Zack Levine, CFP®, CSLP®

FINANCIAL PLANNER

Zack, a skilled financial planner at WealthKeel, is a Certified Financial Planner™ (CFP) and Certified Student Loan Professional (CSLP). With a deep passion for strategic wealth management, Zack crafts innovative financial plans that empower WealthKeel clients to achieve their goals efficiently while amplifying the impact of their wealth.

Outside of designing meticulous financial strategies, Zack thrives on the courts of Northeast Ohio, playing spirited pick-up basketball games. He cherishes quality moments with wife, Hanna, family, and friends, rooted in his love for community. A devoted Cleveland sports enthusiast, Zack embodies unwavering optimism, proclaiming “this year is our year” for the Browns each September—though by October, he’s often rallying with a hopeful “there’s always next year.

Zac Otwell

Associate Advisor

Zac, an associate advisor at WealthKeel, brings a unique blend of technical financial planning expertise and behavioral insights from his background as a licensed counselor. Currently pursuing his Certified Financial Planner™ (CFP®) designation, Zac is passionate about helping physicians make intentional money decisions that go beyond the numbers—clarifying values, navigating trade-offs, and using wealth as a tool to build a truly meaningful life.

Beyond the office, Zac is an avid traveler always planning his next adventure. A lifelong Arkansas Razorbacks fan, he stays active through various pursuits, enjoys woodworking, and cherishes time with family—especially spoiling his 12 nieces and nephews. Zac approaches everything with passion, enthusiasm, and intentionality.

Matt Mog

PARAPLANNER

As a skilled Paraplanner at WealthKeel, Matt is passionate about empowering physicians and their families through tailored financial strategies delivered with exceptional care. He builds enduring relationships founded on trust, with a mission to simplify complex financial decisions, enabling clients to confidently pursue their dreams and aspirations.

Beyond the office, Matt thrives on pushing his limits, whether training for his next marathon or perfecting a new recipe to share with friends and family. A proud Cleveland sports enthusiast, he’s always cheering for his teams or catching a live game. When he’s not running or golfing, you’ll find Matt immersed in a great book, enjoying a movie, or spending quality time with loved ones. For Matt, life is about meaningful connections, shared meals, and staying active in mind, body, and spirit.

Liz Mattingly

DIRECTOR OF CLIENT SERVICES

Liz, the Director of Client Services at WealthKeel, brings extensive expertise in customer and client relations to her role. Driven by a passion for service and a deep appreciation for meticulous planning, Liz ensures that the administrative and service aspects of our clients’ financial journeys are seamless and stress-free.

A devoted mother to two boys and a spirited French bulldog, Sir Winkston, who carries himself with regal charm. Her family enjoys cheering on football games, hiking the scenic trails of North Georgia’s mountains, and embracing lake life. When not navigating the lively demands of motherhood, Liz finds balance through yoga, meditation, or unwinding with a captivating book.