Contact Us Now

Chad Rudy, CFP®    

Executive Vice President - Texas

[email protected]

Chad Rudy

Chad 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 provides comprehensive financial planning including tax planning, investment review, estate planning, education funding, cash management, and retirement planning. 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. For Frisco ISD, Chad volunteered on the 2014 Citizens Bond Committee, Mindbender Academy, Young Entrepreneur Academy, Independent Study & Mentorship Program, and campus WatchDOGS. He served as President of the Frisco Sunrise Rotary and is a graduate of Leadership Frisco.  Since 2012, he has coached more than 260 basketball games for his daughters’ teams and volunteered as an assistant coach for their soccer teams. He lives in Frisco, Texas with his wife Amy, and daughters Kayla, Megan, and Tatum.

Book Appointment Now