Chad Tennant
Director of Client Services

Chad Tennant is the Trusted Advisor and Director Of Client Services for our clients. After leaving the US Army as an Engineer Officer, he chose to serve families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. He has been providing the highest level of comprehensive financial services to his clients for over 8 years. When Chad is not building furniture in his dream workshop, going to school activities with his three children, or serving as a leader in his church, he is training for his next triathlon.

For every client:

• My job is to understand what you are trying to accomplish in all of your financial areas and make sure that your wishes and goals are effectively communicated to each team member
• I ensure that all reports and recommendations are up to date and applicable for each of your three Client Progress Meetings throughout the year
  
• If you ever have a question or situation that needs to be addressed immediately, you can always feel free to give me a call

Cheryl Krueger
Financial Planning Subject Matter Expert
Growing Fortunes Financial Partners, LLC

Cheryl Krueger brings over 25 years of experience in financial analysis, problem solving and insight to your planning needs. After a successful actuarial career, Cheryl decided she wanted to work directly with individuals to help them create their own financial success. In 2007, Cheryl joined the Garrett Planning Network and formed her company, Growing Fortunes Financial Partners, LLC.. In her spare time, Cheryl enjoys SCUBA diving, gardening, reading, and time with her family.

For every Client:

• I create and update your comprehensive written lifetime financial plan
  
• Prior to our Client Progress Meetings, every four months, I ensure that every financial recommendation is well-coordinated and reviewed fully by our Deliverables Team of Subject
  Matter Experts
• I ensure your step by step plan of action is fully updated three times per year to create the
  greatest probability you will achieve your goals by the target dates you set

Rick Jordan
Tax Subject Matter Expert
Jordan and Associates, LTD

Rick Jordan established his full service Certified Public Accounting and Business Consulting firm in 1981. His firm specializes in Small Business accounting, taxation and operational consulting. Additionally, he places specific emphasis on individual and estate taxation. Rick spends most of his free time either at his lake home in Wisconsin in the summer or snowmobiling in the winter, and throughout the year he is the lead singer of his cover band

For every client:

• Ensures an income tax projection is completed before the end of every year so that no "tax opportunities" are overlooked and there are no tax "surprises"
  
• Coordinates to ensure your tax returns are filed before the tax deadline every year
• Rick reviews every tax return prepared for you prior to submission to the IRS, to ensure all "i's are dotted and t's are crossed"
  Throughout the year Rick provides the "tax perspective" on every recommendation made by the team so that your tax liabilities are limited.

Jeff Kreye
Legal Subject Matter Expert
Robinson Payne, LLC

Jeff Kreye has practiced law for over a dozen years and works with a Team of attorneys with nearly 40 years of combined experience providing legal and estate planning advice. Jeff's team has created over 1,000 estate plans with a clear focus on providing guidance and assistance with estate planning and wealth transfer considerations utilizing wills, trusts, powers of attorney,
gifting plans, charitable distributions and similar transfers. When Jeff isn't saving the day for his clients, he enjoys spending his time with his wife and children as well as volunteering as a board member on the local United Way chapter.

For every client:

• Ensures that your estate plan:
  • Is in alignment with your wishes
  • Is reviewed by you annually
    
  • Has been thoroughly reviewed , at least every three years
    
• Within four months of any significant change in relevant tax laws, or circumstances within the your estate, your plan will be reviewed for changes that need to be made to make it current

Emalie Carson
Administrative Manager

Emalie Carson has over nine years of accounting and administrative manager experience. She keeps our office running smoothly and efficiently. Nothing gets done without her input, support or direction. Emalie is currently the local high school's girls soccer team coach. She recently led the team to the regional semi-finals.

For every client:

• I ensure that all projects, tasks, and meeting preparations are done on time
  
• I establish the deadlines and expectations for each team member so that they know when at what they are supposed to do so that your Client Progress Meeting is a great experience