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Chad R. Bester, CFP®, is a highly experienced financial professional with a career spanning over two decades in investment and wealth management. Currently serving as Founding Partner and President at Mount Yale Capital Group since June 2021, Chad focuses on creating customized, long-term retirement and estate planning strategies for clients, while ensuring tax efficiency. Prior to this role, Chad spent over 22 years at Wells Fargo Advisors, advancing to Managing Director and specializing in personalized financial strategies. In addition to professional commitments, Chad serves on the Board of Trustees at Hamline University, reflecting a dedication to the institution that has greatly influenced Chad's career development. Chad holds a Bachelor's Degree in Economics and Management from Hamline University.