Chad Schneider

Senior Planner

Chad joins Oak Harvest with over 20 years of experience in the financial services industry with a focus on wealth management and holistic financial planning.  Chad is passionate about serving people in a manner that consistently exceeds their expectations, believing that this is best accomplished by developing long-term and trusting relationships with his clients.  He provides value to his clients by meeting them where they are, understanding their goals and dreams, and then working with them to create a plan that takes steps toward achieving their goals and dreams.

Chad is a life-long resident of Texas, growing-up in the Texas Hill Country and graduating from Texas State University with a degree in Psychology.  He spent 10 years in Christian ministry prior to moving to Houston to begin his career in the financial services industry.  He currently holds the Series 6, 7, 63, 65 licenses, along with the Life and Health insurance license.

Chad and his wife, Melanie, have been married since 1996 and live in Katy, Texas.  They have two daughters, Meghann and Sarah, along with one son, Grayson.  In his free time during this current season of life, Chad can usually be found in a barn or at a livestock show, as all three of his children have raised and exhibit show lambs.  He is an avid sports fan and enjoys spending time with friends and family.