Meet your Conceptual Financial Advisors team!
A solid financial education is a key in any successful financial plan, and that starts with an understandable instructor. At Conceptual Financial Advisors, LLC Chad Nehring, CFP®, is definitely one of those individuals. As a Financial Advisor and President of the firm, he combines financial planning experience, knowledge, and training with the benefits of common sense and understandable explanations to care for Conceptual's clients.
Chad specializes in: Handling financial planning, investment strategies, life insurance and risk management for families and businesses, Assisting businesses in strategic planning for executive retirement, business continuation and succession planning, and counseling for debt management and basic financial principles.
Chad has been in the Financial Services industry since 1999 and joined Conceptual in 2002, being named shareholder in 2009, and becoming the sole owner and President in 2016. In 2001 he was named by the Appleton Post-Crescent as one of the decade's "30 under 30" rising business leaders in the Fox River Valley. He is a recipient of the Boy Scouts of America Bronze Big Horn Award, Leadership Award, Medal of Merit, and the William H Spurgeon III Award (the highest council recognition for Exploring). He currently serves the Boy Scouts of America as an Executive Board Member of Bay Lakes Council/BSA, serving the board as a member of the Finance Committee (including Audit & Budget) and also a District Committee Member at Large for Exploring/Learning for Life. He is also a James E. West fellow.
He is a frequently sought-after speaker for groups, organizations, and businesses. In the past, Chad has provided financial education to members of the U.S. military nationwide, continuing education for insurance agents in Wisconsin, and classes and speaking engagements for industry, including Employee Assistance Programs. He is a Series 66 Registered Investment Advisor Representative and obtained his CERTIFIED FINANCIAL PLANNER (TM) (CFP®) designation in 2007. He also holds property, casualty, life and health insurance licenses in Wisconsin & Michigan (L/H). Wisconsin Insurance license #2413183. Michigan Life/Health license #0476940. National Producer #7262550. Chad is also a Notary Public.
In his spare time, Chad is a member of the Experimental Aircraft Association (EAA #1151924). Along with his family, he spends outdoor time camping and snowmobiling. In a continual quest for learning, he is currently studying the art of improvisational comedy and performs with ComedyCity, a local improv troupe. He also teaches corporate team-building and leadership improvisational workshops.
Chad has authored numerous articles about financial planning principles, which can be seen on our media page.
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Joey (only his mother calls him Joseph, and only when he's in trouble) joined Conceptual in 2015 as an intern and was primarily assigned to marketing and special projects. Discovering the nuances of financial planning and financial services resulted in a change of his college major to finance & economics with an emphasis in personal financial planning, and an expanded role at our firm. Joey forwarded his career as a back-office assistant, backup to Lisa, and is now serving the firm as our back-office paraplanner.
He earned his Wisconsin Life and Health Insurance licenses in Summer of 2017 and his Series 65 Uniform Investment Advisor Law exam in Fall of 2018. He will continue to develop his skills with us under the mentorship of Chad Nehring, and we expect Joey to undertake the Certified Financial PlannerTM curriculum upon his college graduation.
Lisa joined Conceptual Financial Advisors in February, 2016 as a Client Services Assistant. She has an extensive background in financial services, having worked in various roles with two local banks. Lisa is our client's first point of contact and assists our clients with various administrative functions, such as scheduling appointments, processing distributions, gathering information or helping you with various questions. Lisa lives in Appleton and enjoys camping and socializing with her family and friends.
Jill joined Conceptual in mid 2018. She previously worked extensively in sales and marketing for several organizations, including in the insurance industry both as an agent and internal representative. She is a licensed life and health insurance agent in the State of Wisconsin and is our firm's Medicare Advantage/Medicare Supplement resource.
She is very involved with her community and her son's school, and is the immediate Past President of the Parent/Teacher organization. She enjoys warm weather activities and time with family.