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Chad Hyllested, CFA®, CFP®

Chad Hyllested, CFA®, CFP®


My journey in the financial industry began at the University of Michigan, where I found my passion for financial markets and investing. In 2007, I graduated with a bachelor’s degree in economics and accepted a financial planner position with a regional investment services firm called Hantz Financial. Shortly afterwards, the Great Recession happened.  During this difficult market and economy, I found my additional passion – working directly with families and business owners in achieving their financial goals.

As a scholar of this industry, I continue to pursue additional knowledge and expertise that helps me provide comprehensive value to my clients. Since joining the industry, I have obtained a Master’s in Business Administration (MBA) in Finance, become a CFA® (Chartered Financial Analyst®) charterholder, and completed the CFP® (CERTIFIED FINANCIAL PLANNER™) program.

Why Hire a CFA® Charterholder  | Why Choose a CFP® Professional | My CFP® Profile

When not at the office, I am spending time with my beautiful wife Katelyn and our two young boys, Hunter and Owen, as well as our rambunctious aussiedoodle Finn.  I enjoy traveling (though having young children does put a damper on this) and exploring new locations, especially ones with historical backgrounds.  Throughout the week I strive for daily hikes with Finn at Ute Valley, getting in 9 holes on the golf course, and spending time with the family at Garden of the Gods Club.  My sports teams include the Green Bay Packers and Michigan Wolverines.  Even though I have a “house divided” since my wife is a Michigan State Spartan, family means everything.