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MEET THE TEAM

At the heart of our team is a deep understanding that each family is unique, with distinct goals and dreams. Backed by extensive experience and an unwavering dedication to achieving superior standards, our team is resolutely committed to steering you toward a future marked by financial prosperity and stability.

PRIVATE WEALTH ADVISORS

Chad M. McQuade J.D., CLU®

Founder and Private Wealth Advisor

Chad S Lewis CFP®

Partner and Private Wealth Advisor

PRIVATE WEALTH SERVICE TEAM

Chrissy Brown

Client Service Coordinator

Hannah Thornton

Executive Assistant

Jimmy Eberhart

Client Service Coordinator

Matthew Beckley