Koby Chadick
Director of Operations | Wealth Management Advisor at The Roth Companies, Inc.
- Role
- Director of Operations, Wealth Management Advisor at The Roth Companies, Inc
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Koby Chadick
Experienced finance practitioner and consummate professional with a demonstrated history and progression working in demanding private equity, private credit, corporate development and wealth management investment environments. Skilled in all aspects of principal investing and mergers & acquisitions including origination, evaluation, transaction execution, and portfolio value creation spanning leveraged buyouts, minority and majority growth equity, and highly structured preferred equity and debt investments. Experience working alongside founders, management teams and company boards to drive growth, improve profitability, develop executive leadership, support M&A, and execute strategic initiatives. Focus serving families, business owners and executives to address complex wealth management and business advisory needs. Services include multi-generational wealth and estate planning, tax planning, investment management, risk management and insurance, and select engagements relating to in-depth business financial consulting, CFO-style advisory support, liquidity, succession and exit planning.
Experience
Director of Operations, Wealth Management Advisor
Jul 2024 — Present · Overland Park, KS, US
The Roth Companies, Inc. provides comprehensive wealth management services including investment management, estate planning, retirement planning, business advisory and exit planning, risk management and insurance solutions, long-term care planning and tax minimization strategies. The firm focuses on helping individuals, families and business owners avoid irreversible financial mistakes, and develops unique strategies to accumulate, protect and effectively transfer assets for high-net-worth clients.Securities offered through United Planners Financial Services, a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through RDA Financial Network, Inc, a Registered Investment Advisor. United Planners, RDA Financial Network, and The Roth Companies, Inc. are separate entities.
Education
The University of Kansas School of Business
Master of Business Administration (M.B.A.), Finance and Strategic Management
2016
Saint Louis Community College-Meramec
Business Administration and Management, General
2010 — 2012
University of Arkansas - Fort Smith
Bachelor’s Degree, Business Administration and Management, General
2012 — 2014
Skills
- Retirement Planning
- Key Employee Planning
- Charitable & Foundation Planning
- Insurance Planning
- Investment Management
- Tax Bracket Management
- Qualified Retirement Plans
- College Education Planning
- Business Succession Planning
- Estate Planning
- Wealth Management
- Tax Solutions
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