Chad joined Team Financial Strategies in January 2023 as the Chief Investment Officer. He brings over 19 years of investment experience that involves managing assets for various clientele, including insurance companies, trusts, corporations, mutual funds, individuals, pensions, 401-k, and foundations. Chad works diligently to structure the best possible portfolio for each client based on their unique needs. He is passionate about helping people and finding financial freedom and success for each client.
Chad holds a BBA in Finance from Hardin-Simmons University in Abilene, Texas and an MBA from Texas A&M in Commerce, Texas. Chad is also a Chartered Portfolio Manager ® which is a certification of the Global Academy of Finance and Management.
In addition to work, Chad is dedicated to his family and involved in the Abilene community, placing high value on his faith and church. He has been married to Keri Hoes since 2001, who is an incredible wife and homemaker for their two sons: JD and Kade. Chad enjoys activities with his family, volunteering at his church, playing golf, and being outside.