Chad Jones. MA. CFP
Chief Planning Officer
As a CERTIFIED FINANCIAL PLANNERTM (CFP®), Chad has gained deep experience in his more than 20 years in the financial services industry. He is a skilled relationship manager who takes great satisfaction in helping people reach their goals and gain confidence in their financial future.
Experience
Chad created the financial planning offering for Wealth Management clients of First National Bank in Fort Collins, Colorado, where he managed its growth from an “add on” feature to occupying a central position in the bank’s wealth advisory process. He also pioneered a financial education program for Colorado State University (CSU) Doctor of Veterinary Medicine students, the first of its kind in the nation for veterinary medicine. He is a sought-after speaker for regional, state and national events. Chad earned his bachelor’s degree from East Tennessee State University and master’s degree from CSU. He maintains his CFP® certification through the Certified Financial Planner Board of Standards.
Outside Interests
Chad has been an active volunteer in the community, serving as President/Board Member of the Fort Collins Museum of Discovery and Treasurer/Board Member of the High Plains Foundation. He is also an avid cyclist and enjoys skiing, hiking and camping with his wife and children.
You'd Never Guess
Chad is also an experienced river guide, having lead parties on guided rafting trips throughout the western United States.