Chad Schneider brings almost 20 years of experience in holistic financial planning and wealth management to the clients he serves. He is involved in the design, implementation, and monitoring of their holistic financial plans. In working with clients, Chad strives to first understand their current personal and financial situation, assist them with identifying their goals and dreams, followed by developing a unique plan to help them take the “next steps” toward pursuing their goals and dreams. Chad is a Certified Funds Specialist® (CFS®) and licensed for life & health insurance. LPL Financial holds his Series 6, 7, and 63 registrations, while Private Advisor Group holds his Series 65 registration. Prior to beginning his career in the financial services industry, Chad spent 10 years in Christian ministry, serving in leadership positions through the local church and beginning a ministry on a college campus. Chad received his Bachelor’s Degree in Psychology from Texas State University.
Chad and his wife, Melanie, have three children and are active members of Kingsland Baptist Church in Katy where Chad serves as a small group leader in the high school youth ministry. When Chad is away from the office, you can find him coaching Little League baseball, helping his children raise “small farm animals”, watching college and professional baseball and football, or simply spending time with family and friends.