Broker Check

Our People

Chad Disbennett, CFP®

Financial Educator, Author, Speaker, Retirement Planner

740-277-6172

740-721-4320

Chad Disbennett, CFP® is a nationally-recognized Financial Educator, Author, Speaker and Retirement Planner. You may have seen him in NBC, ABC, CBS and FOX network affiliates, as well as Columbus Business First, Business Courier, Wall Street Journal Market Watch, Yahoo Finance, and Wall Street Select, among others.

As the Creator of the WealthWithClarity Process™ and Co-Author of Retire Abundantly, Chad has been interviewed by Kevin Harrington, the Inventor of the Infomercial, As Seen on TV guy, and the Original Shark from the ABC hit TV show Shark Tank, as well as James Malinchak, featured on ABC TV’s hit series, Secret Millionaire.

As founder and CEO, Chad and his team at Disbennett Wealth Management Group have been helping Business Owners, Executives, Health Care Professionals, and Women on their Own, learn how to preserve, protect, and pass on their wealth.

With a background in education, Chad created the WealthWithClarity Process to help his clients better understand the sometimes-confusing world of Financial Planning. He is a true financial “Coach” in that he thoroughly enjoys learning about his clients and their needs, and then finding the best strategies to fit those needs. As opposed to simply being an advisor, he is a true guide to his clients, and looks to form long lasting relationships.

Chad graduated from the College of Business at the University of Cincinnati, and then continued his education at Capital University in the realm of business education. He holds several securities and insurance designations, and completed the rigorous training necessary to become a Certified Financial Planner™ Practitioner.

As an NCAA Division I All-American in Track and Field, and a former AMA National Hillclimb Champion, Chad truly understands the meaning of hard work and commitment. He puts that same passion and effort into helping his clients each and every day.

Some of the activities that Chad enjoys are participating in Lancaster Rotary, supporting the local schools and their athletic programs, speaking, travelling, golfing, snowboarding, and exercising. More than anything though, Chad enjoys spending time with his wife Danielle who he happily married in 2001, along with their children, Danica and Cooper.

Jonathan Hoop*

VP of Senior Benefits

740-277-6172

740-721-4320

Jonathan joined Disbennett Wealth Management Group in February 2016 and serves as the Vice President of Senior Benefits and wealth transfer specialist. Jonathan graduated with a double major in Business Management and Sports Management...

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Nicole Kellner-Swick*

Director of Operations

740-277-6172

740-721-4320

[email protected]

Nicole joined the Disbennett Wealth Management family in October 2016 to help manage the office, working hand-in-hand with Chad to help improve efficiency, develop effective processes and procedures, provide better service to our...

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Tim Sullivan**

CPA

740-277-6172

740-721-4320

Tim Sullivan brings over 42 years of accounting and tax related experience to the company. Tim has worked extensively over the years with business owners and entrepreneurs, helping them build their business and their retirement savings...

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Christina Young*

Office Administrator

740-277-6172

740-721-4320

Christina joined the Disbennett Wealth Management family in February of 2016 bringing an extensive background in office administration and customer service. When you call our office, or stop by to visit, you’ll most likely be...

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Danielle Disbennett**

Office Administrator

740-277-6172

740-721-4320

Danielle joined Disbennett Wealth Management in May of 2012 in an official “part time” capacity. After working at Kilbarger Construction in Logan, Ohio for over 16 years, Danielle brings a wealth of knowledge to our team in...

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*not registered with Royal Alliance Associates
**not affilliated with Royal Alliance Asscociates