Chad has been a financial advisor since he graduated in 1999 with a Bachelor’s Degree in Business Administration. Chad currently holds several state licenses and has his Certified Financial Fiduciary (CFF).

Chad’s goal is to see everyone be financially independent. He loves helping his clients plan for a goal of building financial wealth for their retirement years. Chad takes pride in working with each client to pursue their dreams.

A personal note from Chad: Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

In his free time, Chad enjoys volunteering at church, attending events with his two children, reading up on stock news and traveling with his wife. A favorite travel destination of Chad’s is Arizona where they enjoy hiking as a family and being outdoors.

Eric joined our team at WORTH Investments in 2023. As an Investment Advisor Rep, Eric will help his clients manage their long-term financial goals and pursue their financial independence. He has 17 years of experience in the banking industry.

Eric grew up in Des Moines, IA and has lived in Cedar Rapids since 2009 with his wife and three kids. You can find them out hiking as a family, playing sports, and dominating board games.

Renae has been working at WORTH investments since 2019. Prior to this Renae was a CPA in public accounting, eventually transitioning to private accounting as a senior financial accountant. With her combination of work experience and education, Renae’s analytical skills help keep WORTH investments running smoothly.

Outside of the office, Renae enjoys spending time with Chad, their son and daughter, and is generally found in the kitchen as she loves to bake and cook. Her summer months are spent going to parks, on nature hikes, or getting together with friends.

Shannon manages administrative duties and client relations for Chad at WORTH Investments since joining the team in Fall 2021. As an Executive Assistant she ensures the smooth operation of our investment company. She is efficient in handling the scheduling client appointments, answering client inquiries, organizational management, and handles the day-to-day agenda.

When Shannon isn’t in the office, you can usually find her on the ballfield with her family cheering on one of her three kids. She is always busy planning their next vacation, catching up with her friends, and going to the movies with her husband.

Heidi has been with WORTH Investments since 2019. Heidi is responsible for collecting, reviewing, and verifying all new account applications. She provides retail support for deposit operations. Heidi ensures that all conditions are met for approval of the applications before forwarding them to the appropriate departments.

Heidi enjoys adventuring with her husband. When not out exploring or engaged in church activities, Heidi can be found cloistered away reading sci-fi novels and playing music.

Breanne has been with WORTH Investments since 2017. Over the years she has had many responsibilities. Currently, she is responsible for our monthly client communication mailers. She makes sure that we celebrate every birthday, holiday, and keeps WORTH Investments in the public eye.

In her free time, Breanne enjoys spending time with family and friends, volunteering at church, and being outside. Her ideal Saturday would include exploring a new coffee shop with her husband, quality time with her kids, and tackling a project from her growing list of hobbies.

Sharon has been with WORTH Investments since January 2021. She is responsible for the maintenance of company documents. This includes reviewing and uploading new account applications and general maintenance forms, by ensuring that every application has the appropriate supporting documents.

Outside of work, Sharon enjoys healthy cooking, nature walks, light exercise, and watches the Iowa Hawkeyes men’s basketball games.

Sydney joined our team at WORTH Investments in 2025. As a Junior Support staff, Sydney will assist in helping clients manage their long-term financial goals and pursue their financial independence. She is excited to learn the ropes here at WORTH Investments.

Sydney grew up in the Cedar Rapids area. She graduated from The University of Iowa with a Finance degree and with distinction. During her time at Iowa, she was on the drumline. In her free time, Sydney enjoys being creative through art, she enjoys doing puzzles, hanging out with her family and playing tennis.