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 Estate Planning Attorney & Practicing Partner at Opel Bash Group 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, CFP®
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 three boys, Charlie, Eddie, and Mikey.
amyAmy Bowman
Client Service Advisor
Amy’s primary role at Front Office Wealth Strategies is to enhance the client’s experience and administrative needs. She is also responsible for the daily operations of our office. Amy has a long history of taking excellent care of clients as she previously worked as a paralegal in family law for the past 20 years.
Amy enjoys spending time with her family and friends, especially her six grandchildren, as well as traveling. Amy is married to Rich and they share five children, as well as their three dogs, Tobe, Hamilton and Samson.
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.