Chad has been in the financial services industry since 1997. He started his career with J.C. Bradford & Co. as a financial advisor. In 2008 Chad relocated with his team from UBS Financial Services to Wachovia Securities, a predecessor firm of Wells Fargo Advisors, which allowed him to develop and focus on his holistic approach to investment planning.

Chad holds a degree in Social Science with a minor in Business from Providence College in Rhode Island. He currently holds his FINRA series 7, 63, 65 registrations, and life, health and variable annuity licenses. Chad is also a CERTIFIED FINANCIAL PLANNER® professional.

Chad resides in Gulf Breeze, Florida, with his wife, Beverly. They have three children, Tanner, Alexa, and Gavin. Chad enjoyed a four-year professional hockey career, playing in the IHL, AHL and ECHL hockey leagues, after graduating from college. He has been involved with the Northwest Florida Junior Hockey League and has been on the board of Junior Achievement of NW Florida, Pensacola Sports Association and YMCA. He enjoys playing golf and is a member of the Pensacola Country Club. Chad and his family attend St. Ann Catholic Church in Gulf Breeze.

CA Insurance License Number: 0D85396. Resident State: Florida.

Jeff began his career in the financial services industry in 1998 with A.G. Edwards and Sons. When A.G. Edwards was purchased by Wachovia Securities and ultimately Wells Fargo Advisors Jeff remained through the ownership transitions.

Jeff has a Bachelor of Arts degree from the University of West Florida. He currently holds his FINRA series 7, 63, 66 securities registrations, and life, health and variable annuity licenses. He is also a PIM® Portfolio Manager. Financial Advisors granted the PIM® Portfolio Manager designation must meet rigorous criteria. He has authored published articles on investment planning, as well as being interviewed on numerous occasions by radio and television outlets on the subject.

Jeff is a licensed private pilot and lives in Pensacola with his wife Sherri and their daughter Abigail “Tris” who is a college student and an accomplished singer-songwriter. He is also part of the University of West Florida’s Executive Mentor program.

CA Insurance License Number: 4112390. Resident State: Florida

Pam has been in the financial services industry since 2005. She started her career with TD Ameritrade and previously acted as a compliance supervisor for Merrill Lynch. She has been with Wells Fargo Advisors since 2014 and transferred to Pensacola from a branch in Dallas, TX in 2016. She currently holds FINRA series 7, 63, 66, 9, and 10 registrations, and life, health, and variable annuity licenses. She also holds a Bachelor of Science degree in Communications from Colorado State University.

She lives in Southeast Pensacola and enjoys kayaking, local festivals, music festivals, great food, and of course, the beach.

CA Insurance License Number: 0I88990. Resident State: Florida.

Courtney started her career in the financial services industry in 2010 with Wells Fargo Bank. She held several roles within the branches including teller, personal banker, service manager, and operations manager. She had the opportunity to work in branches in Montana, Utah, and Florida. She joined the Quenneville Weeks Wealth Management Group of Wells Fargo Advisors in March of 2024.

Courtney is originally from Salt Lake City, Utah where she grew up skiing and snowboarding the greatest snow on earth. In 2018, Courtney, her husband Jarred, and her two kids decided to leave the snow behind and trade it in for the beautiful beaches of Navarre. She enjoys paddle boarding, the beach, travelling, and cheering on her kids at their soccer and karate events.