Chad Faulkenberry

CFP^®

Wealth Advisor, Executive Director

Chad is a Senior Wealth Advisor with HTSW, serving clients in Richmond, Virginia, Orlando, Florida, and across the United States for more than 20 years. He began his career in wealth management during his senior year at the University of Central Florida, where he earned his degree in finance, and joined his advisory team full-time in 2004.

What Chad enjoys most about his role is building meaningful, long-term relationships with the individuals and families he serves. He focuses on making complex financial decisions easier to understand and providing practical guidance that aligns with what his clients are looking to achieve. Chad finds great fulfillment in helping clients make informed decisions and plan confidently for what matters most to them.

Outside of work, Chad spends time with his wife, Amy, and their three children, Caitlin, Rachel, and Luke. He is actively involved in his church, serving on the finance committee and playing drums when needed. Chad is also engaged in the local arts community through Central Florida Community Arts, where he sits on the board of directors, volunteers as a percussion mentor, and performs with the big band and community choir. In his free time, Chad enjoys golfing whenever his family schedule allows.

Professional Designations, Licenses & Certifications:

• CERTIFIED FINANCIAL PLANNER (CFP®)

• Chartered Life Underwriter (CLU®)

• Certified Wealth Strategist (CWS)