During his time away, Chad wrote and published an Amazon #1 best-seller, The Inheritance Playbook, helping families navigate estate and tax strategies for aging parents. He also deepened his experience in wealth management, estate planning, and multigenerational relationships while balancing life as a stay-at-home dad.

In 2020, a family move to Ohio prompted Chad to launch his own firm during nap times, evenings, and weekends. His goal: to recreate the thoughtful, high-touch service WPWealth is known for, even as a solo advisor.

Now, with extra help on the home front, Chad is thrilled to be back with the WP team—blending firm-wide collaboration with his solo-practice insights to deliver the grounded, practical advice clients trust.

Outside the office, Chad can be found coaching his daughter’s soccer team, pushing his toddler on the swing set, or leading Sunday School discussions. Based in Alabama, he serves many of WPWealth’s remote clients via Zoom and visits the Fort Worth office regularly for team events and local client meetings.