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Chad Rudy, CFP®    

Executive Vice President - Texas

[email protected]

Chad RudyChad Rudy is a CERTIFIED FINANCIAL PLANNER™ professional who received his MBA from Rice University and BBA in Finance and Management Information System from the University of Oklahoma. Prior to his Financial Advisory career in 2009, Chad worked for Fortune 100 companies, Exxon and Compaq; was Director of Houston’s 11th largest private company; and spent 8 years as owner of a software company focused in the residential home-builder sector with clients in all major Texas' markets. Chad was elected to the Board of Trustees for the Frisco Independent School District, serves on the Leadership Frisco Advisory Council and is President of the Frisco Sunrise Rotary.  He lives in Frisco, Texas with his wife Amy, and daughters Kayla, Megan, and Tatum.

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