Broker Check

Our People

Team Members

Chad Disbennett, CFP®

Financial Educator, Author, Speaker, Retirement Income Specialist

740-277-6172

740-721-4320

Chad Disbennett, CFP® is a nationally-recognized Financial Educator, Author, Speaker and Retirement Income Specialist. 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 Co-Author of RETIRE ABUNDANTLY and BUILD WEALTH Like A SHARK, Chad has been interviewed by Kevin Harrington, the Inventor of the Infomercial, As Seen on TV guy, and the Original Shark from the ABC TV's smash hit series, Shark Tank, as well as James Malinchak, featured on ABC TV’s Secret Millionaire.

Chad is the Founder and CEO of Disbennett Wealth Management Group, and the creator of The Wealth With ClarityTM Process, a transformative wealth enhancement process to help Business Owners, Executives, Health Care Professionals, and Independent Women, learn how to preserve, protect, and pass on their wealth.

With a background in education, Chad created The Wealth With ClarityTM 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.

Nathan Swab, CFP®, AWMA®

Associate Advisor

740-277-6172

740-721-4320

nathan@disbennettwmg.com

Nathan joined our team in March 2020 as an Associate Advisor with an extensive background in financial planning. Nathan manages all aspects of service for our clients and is passionate about utilizing the financial planning process to help others achieve their goals.

Nathan gained valuable experience as a personal banker at US Bank after college while living in Colorado, and then spent some time as a registered representative with Charles Schwab. He moved back to Ohio in 2014 to be closer to family and returned to US Bank as a Registered Wealth Management Associate, where he was recognized as a leader, earning the highest possible rating in his reviews.

Nathan earned his Bachelor of Arts degree in Finance from Liberty University in 2015. He further attended Bryant University/Boston Institute of Finance to earn his Certified Financial Planner™ certification in 2019. Always seeking to further his education, Nathan also holds an Accredited Wealth Management Advisor certification, FINRA Series 6, 7, 63, and 65, as well as Ohio Life and Health Insurance licenses.

Nathan is an avid reader and enjoys spending time with his lovely wife, Lisa, and two beautiful daughters, Ellie and Ainsley. He is passionate about his faith and is actively involved in his church.

 Nicole Kellner-Swick*

Director of Operations

740-277-6172

740-721-4320

nicole@disbennettwmg.com

Nicole joined the Disbennett team in October 2016 to help manage the office, working hand-in-hand with Chad to help improve efficiency, develop effective processes and procedures, provide exceptional service to our clients and cultivate the business. Having focused on marketing for more than 15 years, Nicole brings a wealth of experience and knowledge to the team.

Nicole is service oriented and is used to wearing many hats. Being very organized with excellent communication skills, she thrives in an environment that offers variety and demands attention to detail. Nicole enjoys helping people while supporting the operations of the company.

Nicole earned a Master’s Degree in Sociology and a Bachelor of Science Degree in Organizational Communication with a double minor in Business Administration and Sociology from Ohio University. She enjoys spending time with her husband Steve, and their five children, volunteering for the Big Brothers Big Sisters of Fairfield County and various Lancaster High School sport team booster organizations (football, gymnastics & track). Nicole also enjoys visiting her alma matter in Athens, Ohio where her two oldest daughters attended and her two youngest plan to attend.

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 greeted by her!

Christina attended Zane State College where she studied Office Administration and Micro-Computer applications. She brings with her more than 14 years of customer service experience. 

Christina enjoys traveling and spending time with her family.  Some of her favorite hobbies include riding her motorcycle, canoeing, camping and watching The Ohio State Buckeyes play football!  She and her husband, Richard, are the proud parents of three children and a growing number of grandchildren. Christina is actively involved with her church.

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 for more than 16 years, Danielle brings a wealth of knowledge to our team in the realm of office administration. Her main focus is on accounting and general office administration. Danielle is a certified group and personal trainer, nutritionist, and has held an Ohio Life and Health Insurance license and AHIP Medicare Certification.

Danielle splits her time between staying at home with her children, Danica and Cooper, and working at Disbennett Wealth Management Group with her wonderful, handsome, intelligent, and thoughtful husband Chad…who I might add, wrote this bio. Danielle really enjoys meeting and interacting with all of our clients.

Strategic Partners

Jonathan Hoop*

Senior Benefits/Medicare

740-502-7857

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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Kelli Walker**

CPA

740-277-6388

kelliwat@midohio.twcbc.com

As a graduate of The Ohio State University with a Bachelor’s Degree in Business Administration, Kelli is a CPA with more than 30 years of public accounting experience. She specializes in working with physicians, dentists and...

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Tim Sullivan**

Consulting CPA

Tim Sullivan brings over 45 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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*not registered with Cambridge Investment Research Associates
**not affiliated to offer securities/planning services through Cambridge