Chad Shaddox is the driving force behind Streamline Private Wealth &Partners. Born and raised in Peculiar, MO, Chad’s journey into finance began in 2002, fresh out of Benedictine College, where he majored in economics and minored in business finance. With a passion for helping clients achieve their dreams, Chad has meticulously crafted a business by design that he loves, serving clients he considers friends.
Chad’s commitment to his clients is reflected in his professional achievements, including his AAMS® designation and consistent approach to client satisfaction. With over 20 years of experience, Chad has honed a process and plan at Streamline Private Wealth that simplifies financial management and makes working to achieve those goals less daunting. Clients have noted how Chad and his team have an ability to streamline the complexities of finance, making the journey toward financial success both rewarding and enjoyable.
As a dedicated family man, Chad finds joy in spending quality time with his wife Jessica and their two children, Logan, and Sydney. Together, they embrace the great outdoors, indulging in activities like boating, hiking, and water sports. This love for adventure and the outdoors extends beyond his personal life, as Chad’s hobbies mirror his family’s favorite pastimes, allowing him to find balance and inspiration outside of work.
Education and Credentials:
- Benedictine College, Bachelor of Science – Economics
- Minor in Business Finance
- Accredited Asset Management Specialist (AAMS®) designation
Personal Life and Interests:
- Wife Jessica, with two children, Logan and Sydney
- Enjoys boating, hiking, and other outdoor activities with family
The use of the TPCP® designation does not permit &Partners or its Financial Advisors to provide tax advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
