Our team combines advanced credentials, diverse backgrounds, and shared values to provide comprehensive wealth management services to individuals, families, business owners, and institutions.
-
Chad Teders, CFP®
Partner – Financial Advisor
-
Chris Quackenbush, CPFA®
Partner – Financial Advisor
-
Amber Reeves
Director of Client Relations
-
Jeremy Jeffers
Director-Financial Consultant
-
Bailey DeMier
Client Associate
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
Guiding Principles
Foundations of Trust
There is nothing more important to us than earning our clients’ trust. It is the foundation of every relationship. Trust emanates from actions small and large, and embodies our guiding principles:
Competency
We bring our knowledge, advanced training, and commitment to ongoing professional development to every client relationship. With years of experience practicing investment and wealth management, we render our judgment with care, skill, and caution.
Compassion
Relationships are personal. They are so much more than spreadsheets and net worth statements. We are sincerely interested in our clients’ feelings and emotions about their wealth and what it means to them. We listen to our clients to understand, not to judge or determine if we agree or disagree.
Collaboration
Drawing upon the knowledge, experience, and insights of our colleagues and our clients’ business advisors, counselors, and subject matter experts helps ensure that we never get complacent or too comfortable. Collaboration means that we are always challenging ourselves to find better ways to serve our clients.
Character
We believe in doing what is right over what is easy. In telling our clients what they need to hear, even if it’s not what they want to hear, our word is our bond. Our practice is guided by clearly defined standards of care and loyalty, always focusing on what is in the best interests of each client.
Clarity
Listening to our clients is paramount; however, when it is time for us to speak, we will always strive to be clear and concise, to help simplify the complex, and use plain English with minimal technical jargon.
Consistency
If something is worth doing, we believe in doing it well, and we finish what we start, no matter how hard or how long it takes. Every interaction matters. It’s not just about getting the big things right; it’s about striving to put forth our best efforts every time and on everything that we do for our clients.
Connection
Authentic interactions with our clients – on matters large or small, extraordinary or routine – build confidence in our engagement and strengthen interest and involvement on both sides of the relationship. That may be a reason our practice has grown almost entirely by referral.
Community
We share interests with many of our clients to support a range of civic and charitable causes. Whether contributing money, assets, time, or intellectual capital, even small acts of generosity help make our community better for everyone.
Commitment
We strive never to over-promise; however, we always strive to exceed our clients’ expectations. Our greatest joy is helping our clients realize their goals and see their vision of the future come to fruition. That is what drives us and brings fulfillment and purpose to our work.
Transitions, Emotions, and Money
We are staunch advocates for goals-based financial planning. With careful analysis, thorough understanding of the process, and the conviction and discipline to trust their plans, we are optimistic about our clients’ ability to achieve their goals.
However, throughout life’s journey, everyone experiences unexpected changes – some bring unanticipated good fortune and joy, while others bring setbacks and loss. Life’s transitions – planned and unplanned – are often accompanied by uncertainty, stress, and self-doubt.
These emotions can give rise to impulsive decision-making on one hand or procrastination on the other. And considering the different transitions that each individual, their spouse, and family members experience – often in close proximity – that is a lot of change taking place.
While we enjoy celebrating and honoring our clients’ successes and achievements, we know that our most important role is to help them overcome those disruptions that adhere to no plan or timetable.
Each client’s life is a unique story, and the client is the hero or heroine of that story. We are their financial stewards – at their side through good or bad, thick or thin – helping them write each chapter, overcoming adversity, finding meaning and purpose, and making the world a better place because of their engagement.