Headshot of Chad Terry, CFP®, APMA®

Chad Terry, CFP®, APMA®

Chief Executive Officer

Chad joined Legacy Financial Group as the Chief Executive Officer in September of 2020. He is responsible for implementing and managing the growth strategy of the firm. In his role, he also seeks to enhance the client experience through all interactions with the team. 

Prior to joining the team he served as the Chief Operating Officer for CIO Wealth Strategies in Omaha, NE. Chad gained more than 22 years of industry experience serving as a national presenter, educator, and financial advisor. 

Chad is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned his M.S. degree in financial planning from the College for Financial Planning. Chad graduated from Upper Iowa University with B.S. in finance. 

He and his wife have two children, and in their free time they enjoy supporting their children’s sporting activities, as well as playing tennis, golf, and days at the lake. In addition, Chad is an active leader for the Boy Scouts of America.