Our Story

More Than Just a Name

Joy is more than a fleeting emotion; it’s a lasting sense of purpose and fulfillment. While happiness often depends on external circumstances, joy runs deeper, grounded in gratitude, meaningful connections, and a life lived with intention.

After more than 20 years in the financial industry, Chad discovered that this joy in life relates to almost everyone. True fulfillment goes beyond financial success; it’s the ability to experience a deeper sense of joy and purpose. True joy may look different to everyone, but for many, it’s built on a foundation of faith, family, community, and meaningful work. At JOOY Wealth, that’s the vision we help bring to life!

Your Story Matters. So We Build with Purpose.

This insight inspired Chad to leave corporate life and build his own firm in Texas, rooted in purpose, gratitude, and genuine relationships with clients. When Chad meets with clients for the first time, the conversation is not about money or returns; it is about understanding the individual’s story.

He takes a genuine interest in each client’s story, asking insightful questions and offering a thorough approach to fully understand their values and aspirations. This may include discussions about family dynamics, time constraints, beliefs about money, personal definitions of success, core values, and the worries that keep them up at night.

To Chad, financial advising is about much more than wealth accumulation. It’s about using the knowledge and insight he’s gained over his career to make a real difference in people’s lives. The greatest reward is helping clients overcome challenges and accomplish their goals.