Tobias Financial Advisors is pleased to announce the promotions of Charles “Chad” NeSmith, CFA, CFP®, to Director of Investments, and Matthew Hauptman, FPQP®, to Wealth Planner! These promotions reflect the continued growth of the firm and the important roles both team members play in supporting our advisors and clients.
Over the past several years, Chad has demonstrated leadership on the firm’s Investment Committee and helps monitor the investment landscape to identify opportunities for client portfolios. Chad is a trusted resource for our advisory team, supporting investment research, portfolio discussions, and client questions related to investment strategy. His thoughtful approach and willingness to collaborate make him an important partner to both our advisors and the clients we serve.
Matthew has shown a strong interest in the financial planning work we do for clients. He has demonstrated an ability to build meaningful connections with both clients and colleagues while supporting the planning process. As Wealth Planner, Matthew will continue expanding the support he provides to our advisory teams as they help clients work toward their long-term financial goals.
Please join us in congratulating Chad and Matthew on their well-earned promotions. We look forward to their continued contributions as they grow in their roles and to their continued support of the clients we serve.
Learn more about Chad here.
Learn more about Matthew here.