Designers of your Life Plan.
Chad Lawyer, CFP®, RICP®, AEP®, RSSA®
Co-Founder / Wealth Manager
Chad, with over ten years of experience in wealth management, offers a range of services that cater to clients approaching retirement or already retired. His expertise lies in creating tax-smart distribution plans, optimizing Social Security claiming, and integrating proactive tax planning strategies into his clients retirement plans. His guiding principle is that true wealth is not just about how much you earn but how much you keep.
Chad is deeply committed to positively impacting his clients' lives and assisting them in confidently navigating their financial decisions and life transitions. He finds great satisfaction in developing strong personal connections with each client.
When he's not working, Chad loves to do things that bring him joy and relaxation. He's a big fan of golfing, hiking, cooking, and really enjoys preparing delicious meals for his friends and family. He's also passionate about gardening and traveling, especially to Mexico with his family. He's all about nature and the different culinary styles found in various regions of Mexico. Oh, and just so you know, his Taco Saturdays are amazing, and the salsa verde is incredibly addictive!
Education:
Kansas State University
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Master of Science in Financial Planning
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Completing Fall of 2025
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Graduate Certificate in Advanced Financial Planning
Northern Arizona University
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Bachelor of Science in Public Management
Certifications:
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CERTIFIED FINANCIAL PLANNER™
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Retirement Income Certified Professional®
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Accredited Estate Planner®
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Registered Social Security Analyst®
Chad specializes in the following areas:
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Tax-Smart Distribution Planning
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Proactive Tax Planning
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Social Security Optimization
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Philanthropic Planning
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Legacy and Estate Planning
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Planning the Journey into Elderhood
Mt. Lemmon
Yelapa Beach
Dove Mountain
Punta Mita
Ananda Das
Co-Founder / Wealth Manager
Ananda has dedicated 17 years to expertly guiding his clients in growing, maintaining, and transitioning their wealth. His strategic planning and advice have consistently empowered his clients to achieve their financial goals and fulfill their dreams. Over the years, Ananda has refined his wealth management skills and specializes in financial coaching, providing expert advice in areas such as tax-smart asset location planning, proactive tax planning, inheritance income planning, and employee benefit optimization.
Ananda is dedicated to empowering individuals to make smarter financial choices through careful planning. His mission is to enhance people's financial knowledge, enabling them to make the best possible decisions for their financial future.
Ananda loves grilling and smoking meat on weekends. When it's chilly outside, he enjoys roasting marshmallows on the fire pit with his family. They also have a blast collecting and playing board games, especially Risk and Chess. An avid nature lover, Ananda adores hiking, especially to waterfalls. In the scorching Tucson summers, he's all about hiking in Madera Canyon, and when the cool winters roll in, he's out cycling. His big dream is to visit all of our nation's national parks one day.
Education:
University of Arizona
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Bachelor of Arts in Economics
The College for Financial Planning
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Certificate in Financial Planning
Certifications:
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Currently studying for the CERTIFIED FINANCIAL PLANNER™
Ananda specializes in the following areas:
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Tax-Smart Asset Location Planning
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Proactive Tax Planning
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Inheritance Income Planning
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Employee Benefit Optimization
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Financial Coaching
Lake Tahoe
San Diego Zoo
San Diego Zoo
Mr. An's
