Chad Wood

Chad works with clients to help them articulate their financial goals. "We work together to create a plan to reach those goals and meet regularly to ensure we are on track."

He holds a bachelor's degree in communications from Texas Christian University. In his spare time, he enjoys cooking, playing with his dogs and spending time with family.

He feels it's important for his clients to know he doesn't use jargon when speaking to them. "I believe what we do can be understood by all."