Let's move forward. Together.

Three people in office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Chad Henry

Senior Vice President–Wealth Management


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.  

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MI
  • MN
  • MO
  • ND
  • NV
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI


  • Accredited Asset Management Specialist

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Business Owners
Family Offices
47 E Chicago Ave
Suite 324
Naperville, IL 60540
  • (630) 753-1277

Email Me

The Year Ahead - Sustainable Investing

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Backed by the strength of UBS

A global leader in wealth management


Global Equity Research 

Institutional Investor, 2021 Global Rankings

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

Wealth Manager of the Year

Environmental Finance IMPACT Awards 2020