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Wade Chessman

CFP® Chessman Wealth Strategies Wade has been assisting people with protecting, preserving, accumulating, and transferring wealth for the past fifteen years. As a CERTIFIED FINANCIAL PLANNER™ professional, Wade has an extensive knowledge of financial planning issues, taxes, estate planning, investments, and risk management. Wade specializes in serving people who are experiencing life-changing events such as

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Gene Roe

Gene is a nationally recognized financial educator, speaker, and lecturer. He has received his designation of “Chartered Advisor in Philanthropy®” from The American College, holds a Master’s of Science in Financial Services, is a Chartered Financial Consultant, Chartered Life Underwriter and a Chartered Leadership Fellow. Currently, less than 600 individuals worldwide have completed the CAP®

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Kiernan O’Connor

Kiernan O’Connor speaks, writes and consults on the biggest challenges facing successful individuals, families and non-profits today. He has a passion for removing obstacles, so people and organizations can have a much bigger and more lasting impact on their families, businesses and communities. His professional articles and insights have appeared in The New York Times,

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