Our Team

Our Team

President: Wade H. Chessman, CFP®
Vice President of Wealth Management
& Chief Compliance Officer: Sean Phillips, CFP®
Office Manager: Linda Wiltz
Office Receptionist: Pam Neville
Investment Research: Gary A. Chessman
Strategic Partner: Mark Ratliff, CPA 214-363-3300

At Chessman Wealth Strategies, our mission is to help you make smart choices about your money, so you can worry less, enjoy life more, and ultimately become better stewards with the resources God has entrusted to you.

Wade H. Chessman, CFP®
Wade has been assisting people with protecting, preserving, accumulating, and transferring wealth for the past fifteen years. As a CERTIFIED FINANCIAL PLANNER™ professional Wade has an extensive knowledge of financial planning issues, taxes, estate planning, investments, and risk management.

Wade received his undergraduate education at the Sam Walton College of Business at the University of Arkansas. He graduated cum laude with a Bachelor of Science degree in Business. Wade is also a graduate of the College for Financial Planning in Denver, Colorado.

Wade is active in supporting his local community. He is involved with the East Dallas Exchange Club, which assists underprivileged children in the Dallas area. He also participates in the financial ministry at his church. He and his wife, Dianna, enjoy spending time with their two daughters.

Sean Phillips, CFP®
Sean brings a wealth of knowledge and experience to Chessman Wealth Strategies. He started his career in financial services with UBS. He then worked for a leading financial planning firm before moving to 1st Global as an insurance planning specialist. Outside of Chessman Wealth Strategies Sean enjoys spending time with his wife Cherie and their two daughters and son.

Sean and his family coordinate their local Angel Food ministry. Angel Food provides food relief and financial support to communities throughout the United States. Sean also participates in the financial ministry at his church where he facilitates Financial Peace University. Make sure you ask Sean how he did in the 2010 Dallas Whiterock Marathon!

Linda Wiltz
As Office Manager, Linda is available to answer and assist clients with any service issues that may arise. She is excited to do her part to provide our clients “Four Seasons service with Fed Ex Efficiency”.

Linda brings over ten years of financial services experience to Chessman Wealth Strategies. Her past roles as an investment consultant, assistant to an estate planning attorney and office manager for a financial services firm, gives her the unique skills and experience she needs to efficiently manage our office.

Linda graduated with a BBA in Marketing from the University of Texas at Austin. Eating healthy, working out and socializing with family and friends are all important parts of Linda’s leisure time. Now that her children are grown, she has spent time meeting new people and exploring new places: two week-long sailing trips in the British Virgin Islands (first snorkeling adventure), motorcycling road trips around North Texas, being a frequent spectator at area concerts and sporting events, exploring Texas Lakes and Bed & Breakfast Towns.

Gary Chessman
Gary provides invaluable assistance to Chessman Wealth Strategies in his role as research assistant. Prior to working with Chessman Wealth Strategies Gary worked for Charles Schwab and Company. In addition, Gary has over 27 years of experience in the banking industry.

Gary received his undergraduate degree from the University of Illinois. He received his masters degree from George Washington University. Gary also served seven years as an officer in the United States Navy.

Pam Neville
Receptionist/Director of First Impressions

Pam Neville is our newest Team Member and is our “Director of First Impressions”.  She will be the team member most likely to be the first person to greet you with a friendly hello and warm smile when you call into our office or stop by to visit.  Her past 20 year role as Director of Admissions for a private school has given her the experience to be a perfect fit to our Team. She has been married to her husband, Jack, for 29 years and is the mother of two married children.  She enjoys volunteering at The Dallas Arboretum, serving in her church community, gardening and spending time with her large extended family and friends.