portrait of Chad M Devens

About Chad

I have a passion for helping my community. In fact, it is a privilege to partner with my neighbors in Tomball and Cypress.

Our collaboration begins with understanding you. I value personal relationships based on a deep understanding of your unique financial needs. Then, together, we develop a solutions-based approach tailored to your individual goals.

I am a proud Bear and a proud Longhorn; however, I enjoy working with Aggies (and Cougars) too! I earned my undergraduate degree from Baylor University and graduated with a master’s degree in business administration (MBA) from The University of Texas in Austin. As you...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJanuary 2016 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Texas-AustinMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Swimming
  • Volunteering
  • Sports Enthusiast
  • Outdoor Enthusiast

Team Members

  • Peggy Lynch
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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