Chad focuses on bringing financial clarity and a feeling of confidence to every family he serves through sound, thoughtful advice, and prudent planning. He does this not by the prediction of economic trends, but by preparing for them. There is no cookie-cutter approach when it comes to financial well-being.  Every family Chad serves receives individualized attention and a unique plan based on the dreams and desires that are most important to them. 

Before starting Finteris Wealth Management, Chad began his financial career with Edward Jones in 2002, where he successfully started his practice from scratch by going door-to-door and personally shaking the hands of his future clients. He still believes in that same one-on-one relationship today. In 2005, Chad went on to work for A.G. Edwards, which was later acquired by Wells Fargo Advisors, as a branch manager.

Outside the office, Chad spends almost all of his free time in two places- with his family or at his church. He and his wife, Lindsey, have three children. With family, Chad enjoys hunting, fishing, and sports. He has coached baseball, basketball, soccer, and football for countless youth teams over the past ten years. He is an avid hunter and fisherman and loves spending time at their family farm in Fulton, Missouri.

Chad is a licensed minister, and he and his family attend Solid Rock Church in Jefferson City, where he serves as Executive Pastor. They have attended Solid Rock Church for 22 years.

Dale was born and raised in St. Louis and in 2005 he and his family moved to Lake of the Ozarks.  Dale and his wife Tammy and their son Nicholas have made Lake of the Ozarks their home ever since.  As Chief Operating Officer for Finteris Wealth Management, Dale utilizes his 27 years of industry experience to ensure that all operations at the company run smoothly and efficiently. 

Prior to joining Finteris Wealth Management, Dale held several roles in the industry, including 11 years with Wells Fargo Advisors as a Governance Manager and 7 years as a Financial Advisor.  Drawing upon his past experience, Dale is able to assist our branch associates and clients with complex and unusual circumstances and ensure a pleasant client experience.

In their spare time, Dale and his family enjoy spending time boating at Lake of the Ozarks with family and friends.  They also enjoy traveling to tropical locations and scuba diving new and exciting places.