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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. Chad was elected to the Frisco Independent School District Board of Trustees and selected by his colleagues to serve as Board Vice President for the District. He served as President of the Frisco Sunrise Rotary. and is a graduate of Leadership Frisco. He lives in Frisco, Texas with his wife Amy, and daughters Kayla, Megan, and Tatum.

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