Chad Harrison

Lead Advisor

Phone: (205) 313-9142


About Chad

A native of Chilton County, Alabama, Chad earned his Associate of Science Degree from Wallace Community College, Bachelor of Science in Marketing Degree from Troy University, and his Master of Education in Instructional Leadership Degree from the University of Montevallo. He also completed finance classes at Auburn University at Montgomery. His career includes time as an automobile insurance claims adjuster and as a math educator. While in education, he taught algebra and personal finance, sponsored the Fellowship of Christian Students (FCS), and coached fast pitch softball.

Chad has over 25 years of personal investing experience and strives to handle money God’s way. Like one of the early influences in his life, Larry Burkett, he believes that the way we handle money is one of the clearest indicators of what we truly believe. Chad seeks to help families become financially free to use the resources God has entrusted them with in order to fulfill the Great Commission.

Chad is a member of First Baptist Church, Clanton, AL where he serves on the Personnel Committee and Security Team. He has participated in short term mission trips to Africa, Guatemala, New York, Kentucky, Wyoming, and Texas. In his free time, Chad enjoys spending time with his wife, Julie, and their two young daughters, Ellie and Everlie. He also enjoys buying, selling, and appraising old U.S. coins and currency.

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