Chad Soukup

Chad is a Partner and Equity Owner at JVL Wealth Strategies, where he serves as a lead client-facing advisor as well as the firm’s Chief Compliance Officer. He is an experienced financial advisor with a focus on strategic wealth management and holistic financial planning for high-net-worth and ultra-high-net-worth families. He specializes in multigenerational wealth planning, developing comprehensive income and estate tax strategies, and helping families navigate the sale of their privately held business.

Chad’s career began at National RIA Plante Moran Financial Advisors, where he served as an advisor to affluent families, executives, successful professionals and business owners. At Plante Moran, Chad also served on the firm’s Investment Research Committee and participated on multiple teams that evaluated strategic software decisions and technology implementation plans for the practice.

Along with his CFP® certification and CFA® charter, Chad holds an active CPA license in the state of Michigan. He earned his B.B.A. in Accounting and an M.B.A. with an emphasis on Accounting & Finance, both from Grand Valley State University.