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We serve as your financial compass helping customize a plan to fit your goals

Chad M. Opel, CFP®

With a storybook baseball career that precedes him, chasing and realizing a dream is anything but foreign to Chad Opel. A 40-0 high school senior season, capped by the Illinois State Championship. Top high school baseball team in America. 1998 American Legion National Champion and American Legion Player of the Year honors. A four-year starter at Southern Illinois University Edwardsville and 2014 SIUE Athletics Hall of Fame Inductee. Not to mention, a three-year stint as a middle infielder with the Baltimore Orioles organization.

While rewarding and memorable, Chad would be the first to tell you his experiences and accolades on the diamond were merely the foundational work that would cement his true calling as a coach and advisor in the field of finance. As a Certified Financial Planner TM, Chad takes great joy and care in helping educate and guide clients on every aspect of sound wealth strategies and planning.

Chad earned his bachelor’s degree from Southern Illinois University Edwardsville. He and his wife, Kathie - who is also a partner at Weinheimer Opel Law Firm in Edwardsville - reside in Edwardsville with their two daughters, Samantha and Elizabeth.

As continued advocates of community, Chad and Kathie co-founded Edwardsville Neighbors in 2009, a non-profit organization dedicated to assisting families who have experienced financial hardship due to loss, illness, or injury. The organization’s annual Taste of Edwardsville and Turkey Trot 5k are their main fundraising efforts. And grown to become two of the area’s most anticipated events. To learn more about their efforts, visit edwardsvilleneighbors.org. Chad also proudly serves on the SIUE Foundation Board.


Evan Mowen

         

Evan serves as Wealth Management Advisor with Chad, helping facilitate the seamless operations of daily business, client correspondence, and workflow of all client accounts. His interest in the financial services industry grew from a young age, under the influence of his father who was a banker and taught him the value of compounding interest. 

He became more intrigued with financial planning as he grew older, finding satisfaction in the problem-solving aspects of collaborating with clients and seeing them accomplish their financial goals.

Evan earned his Bachelor’s Degree in Business Administration with an emphasis in Marketing from Southern Illinois University Edwardsville. 

Evan  married his wife, Kayla in June of 2018. They have two boys, Charlie & Eddie and a Boxer named Maggie.          


Amanda Ponce

Client Service Advisor

     

Amanda is a lifelong learner with a constant desire for personal and professional growth.  At the Front Office Amanda is responsible for providing the beloved customer experience as well as administration needs. Amanda works hard to provide the very best service for her clients and helps families solidify their financial futures by giving them a piece of mind and clarity to complex situations.

Amanda graduated from Maryville University with bachelor’s degree in Financial Services. She currently resides in Highland, IL.

Outside of her professional duties, Amanda enjoys being involved in the community and supporting small businesses. Amanda is the proud Founder and President of The Hometown Dream – a local non-profit committed to supporting individuals and organizations in acquiring medical devices, supplies, and/or equipment. In her free time, Amanda enjoys hanging out with family and friends, listening to country music, attempting to play golf, and traveling with her significant other, Clint.


One shared dream. Helping you realize yours.

Working with you to maximize your wealth potential is a responsibility and privilege we hold in the highest regard. As such, every client or partner relationship at Front Office is rooted in the core values and principles that drive every aspect of our work.


Primacy of Truth

There is little room for gray area in our business. We speak truth in all matters.

Ethical Standard

Authenticity, honesty, living by the example and always doing the right thing. These aren’t merely noble qualities we aspire to, they’re central to everything we do.

Beloved Clients

We love our work, and that passion is reflected in nurturing every client relationship. Simply put, serving your best interests is what fuels ours.

Curiosity

Possible would never exist without the insatiable desire to explore the unknown. Our efforts as wealth strategists are a disciplined balance of respecting risk and the unbridled potential of, “what if?”

Radical Generosity

Our communities shaped the men and woman we are today. That’s why giving back to them is more than philanthropy, it’s taking care of the place we’re proud to call home.

Joy

Happiness is both a journey and a choice. Working to help our clients realize their hopes and dreams is as much a source of joy for us, as it is their own.