I cherish opportunities to work with those who are looking for a partner to achieve what's important to them. I love what I do and find joy in finding ways to improve the lives of those around me and the clients I serve – all while building deep relationships based on mutual respect.
As a key leader in the firm, I've served in many leadership capacities throughout my career. My roles have included leading training for the firm in the DMV area and supporting headquarters-based training programs in Saint Louis, MO and Tempe, AZ. After leading advanced practice management training for the most successful branches in the area, I now focus on leading the implementation of strategies to deepen our core values and commitment to clients.
After completing my first bachelor's and master's degree from Saint Louis University, I went on to complete a second master's degree from the College for Financial Planning in 2019, earning the CFP®* and other designations in the process. For me, I've always believed learning is a lifelong process, and I put a high priority on education both for myself and my clients.
When I'm not working with clients, you can find me volunteering in the community. I currently serve as a Kogod Business Case Competition judge at American University where I volunteer with their students to develop their business acumen and skills. I also serve on the Salvation Army Advisory Board in Arlington.
For appointment requests, please contact us at (571) 297-4212.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Business Retirement Plans
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Community Outreach
- Real Estate
Office Address8500 Executive Park Ave
Fairfax, VA 22031
Phone NumberChad J Williams at (571) 297-4212
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||09:30AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
- Web Conferencing
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