Let's move forward. Together.

The two words most used to describe Chad Henry are driven and practical. His first foray into entrepreneurship was at age nine when he had two newspaper routes, one delivering in the mornings before school and the other an evening newspaper route. Growing up on a farm in rural Dixon, IL, he learned the work ethic and midwestern values that are cornerstones to who he is today.

Hard work is definitely part of Chad’s genetic make-up. He has spent years in the financial planning industry, been featured as a key-note speaker at dozens of respected industry conferences and teaches regularly throughout the country, where he guides financial professionals on innovative strategy and processes. He is the author of a book for upcoming retirees.

In 2002, Chad left the comfort of a “regular” job and began his path as a financial planner. He went on to complete much more than the basic licensing. Chad holds his series 7, 9, 10, 63, and 65 securities licenses, and the Life and Health Insurance licenses in multiple states. In addition, he is an Accredited Asset Management Specialist ®, completed the CERTIFIED FINANCIAL PLANNER™ Professional program through DePaul University, and is a Financial Advisor with UBS.  The aforementioned build upon his educational foundation, a Bachelor of Science degree from Western Illinois University in 1997. Today, he leads a diverse team in focusing on their shared mission to help business owners, medical professionals, retirees, and widows, invest to create lifelong cashflow streams that help to plan their budgetary needs, encourage team collaboration by working within a “family office” approach including your CPA, attorney, insurance professional, and other consultants in the process to create a cohesive team that focuses on YOUR SUCCESS.

Now, Chad and his wife, Mary Ann, fill their free time with the awesome daily endeavors of their three children. Chad enjoys coaching youth sports and has coached football, baseball, and softball in the past.