Our People

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, BUILD WEALTH Like A SHARK and RETIRE 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 ABC TV's smash hit series, Shark Tank, as well as James Malinchak, one of the most requested, in-demand business and motivational keynote speakers in the world 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 Clarity^TM 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 Clarity^TM 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.

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, as well as volunteering for the Big Brothers Big Sisters of Fairfield County, the Fairfield Area Humane Society and various other philathropic organizations. Nicole also enjoys visiting her alma matter in Athens, Ohio where her two oldest daughters attended and her youngest daughter currently attends.

Jennifer joined Disbennett Wealth Management in December of 2021.  After managing non-profit membership organizations for over 14 years, Jennifer brings a wealth of knowledge to our team in organizational development, event management, and office administration. Her main focus is on customer service and general office administration. Jennifer has held an Ohio Life and Health Insurance license.

Jennifer loves nature and enjoys camping with her husband Alan and their miniature dachshund, Buster. Her competitive side is nurtured during family game nights with her son Carl and daughter-in-law Jessica.

Jennifer is a member of Sigma Phi Gamma International Sorority a philanthropic non-profit organization founded on friendship, service, and community. 

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.

Rainy is the newest member of our team and will be serving as a Receptionist and Administrative Assistant for our clients.

A Laurelville native, Rainy is a graduate of Circleville High School and Pickaway Vocational School, where she earned a vocational certificate in photography and digital arts.

Rainy has a true passion for helping others. Her cheerful demeanor, positive attitude and beautiful smile light up a room. She makes a perfect fit to our team.

In her spare time, Rainy enjoys building adult LEGO sets, reading, baking, and taking care of her fur family, cats Carly & Monkey and dogs Millie & Cash.

Since 2016, Jonathan has been immersed in the world of Medicare. Hoop Insurance has helped hundreds of seniors in and around Fairfield County, Ohio. As an independent agent, Jonathan helps his clients make informed decisions...

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...

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...