Chad Cowgill CFP® CRCP® IACCP®

Chad is a Certified Financial Planner®, an Accredited Asset Management Specialist® and a Licensed Principal.

He finds joy when clients achieve their financial goals and celebrate their lifestyle accomplishments, and so he works to find efficiencies and fine-tune operations and processes so they get the most value in their wealth management needs.

Chad graduated from Taylor University with a BS in Finance and an MBA and joined the Richards Merrill team in 2024. He and his wife Melissa have two daughters, Amelie and Hannah and a dog named Sami. Chad enjoys reading, writing, watching movies, exercising, collecting comic books and trading cards, and actively participating in church activities.