Chad Rose, MBA, CFP®
Chad is a Partner and a Founder of Olympus Capital, LLC, which he opened with Drew Abramson in 2020. He began his career in real estate investment and development but quickly found his calling in the financial services industry. As the firm's Head of Investment Management, Client Relations, and Business Development, Chad seized the opportunity to use his best skills to assist each client with reaching their financial goals.
Chad is a graduate of the University of North Texas, where he received his BBA in Finance and an MBA in Decision Sciences. Additionally, he holds Certified Financial Planner and Certified Fiduciary Plan Advisor certificates. Chad is an active member of the North Texas Alumni Association and the North Texas Letterman's Association and is a volunteer at many local charitable organizations, such as the Multiple Sclerosis Society and Junior Achievement.
Dependability, compassion, and a genuine desire to show others how they can live a better life through planning that's specific to their needs and goals is what drives Chad to excel at his career. Chad helped bring to light the mission of Olympus Capital, which implies that as financial professionals, they have a responsibility and personal commitment to giving guidance and presenting options based on individualized client needs.
Chad and his wife have been married since 2016 and have a young son, Truman, and three dogs. They love traveling, and their two favorite overseas stops are Italy and Spain. Most recently, they're renovating a 1950's Airstream travel trailer for road trips across the U.S.