Chad Bagley

Senior Financial Advisor

A Senior Financial Advisor, Chad saw the need to provide guidance to help individuals live the life they desired, before and after retirement. Chad obtained an Agriculture Business Management Degree from Tarleton State University. Prior to becoming a Financial Advisor Chad spent several years in medical equipment and pharmaceutical sales. He decided to make the career change to become a Financial Advisor where he knew he could make a difference.

Chad is focused on helping his clients make sound, risk-mitigated investment decisions tailored to each individual’s needs. In order to allow for further growth and expansion, Chad saw the value in owning his own business. By owning his own business, Chad believes this has given him the opportunity to bring in his family and personally serve his clients. In April 2016, Chad and his business associate Harry Goolsby branched out on their own, between them they have over 20 years of combined investment experience.

Chad is originally from Cross Plains. He and his family recently moved to Bluff Dale after living in Aledo for 16 years. Chad and his wife Tina wanted a country life for their family. He and Tina have been married since 1996 and have three beautiful girls, Savannah, Sierra and Saylor. There is seldom a day of no activities, from the girls’ sports, hunting and fishing. Chad also enjoys hunting, fishing and golf.