Community

Chad Greer recognized with Northwestern Mutual's 2020 Community Service Award for work with Big Brothers Big Sisters of Middle Tennessee

A commitment to community and public service is a hallmark of Optimis Wealth. Each team member supports his or her community in a personal and meaningful way.

Chad and Scott lead the way with a long history of community service. Chad is a well-known volunteer leader of Big Brothers Big Sisters, Safe Haven Family Shelter and United Way, and has won four national awards for community service. As an active member of the Nashville community, Scott serves on the Middle Tennessee Chapter of the Financial Planning Association and the Estate Planning Council of Middle Tennessee. He also serves as the City of Franklin Ward 3 alderman, a youth sports coach and member of the Heritage Foundation and Battle of Franklin Trust. As a team, Optimis Wealth volunteers for United Way and Safe Haven Family Shelter.

Chad was recently recognized by Northwestern Mutual for his work with Big Brothers Big Sisters of Middle Tennessee.


Big Brothers Big Sisters

Since 2011, Chad has been a Big Brother mentor to a child in the Amachi program of Big Brothers Big Sisters, which serves children of incarcerated parents. When the Amachi program lost federal funding, Chad stepped forward to serve on the board and his leadership involvement increases each year. Chad is the current board president.

Chad Greer volunteering at Big Brothers Big Sisters

United Way of Metropolitan Nashville

Chad’s leadership has helped to create an entire new generation of community leaders who now provide significant support and volunteer service to the United Way of Metropolitan Nashville, sustaining more than 63 funded partner agencies in the areas of health, education and welfare. His quest to attract a new, younger generation of leadership donors to United Way began in 2000 when he joined the board of the United Way Sennet Society, a young professionals group of donors. Chad has served as a Sennet Society Campaign Ambassador since 2004, recruiting more than 200 new leadership donors for $300,000 in annual gifts.

In 2005, he became an inaugural member of the Next Generation Tocqueville Society, a program to help young leaders under the age of 45 transition to become leadership donors to the United Way. Chad has been instrumental in the program’s growth, serving as co-chair and helping to recruit 60 members at the $10,000 giving level. Next Generation Tocqueville continues to grow and has raised $2.7 million for the United Way. Chad also led the United Way campaign at the Northwestern Mutual office for the past six years, and he chairs the office annual holiday gift drive.

For the past 15 years, Chad also chaired the annual adopt-a-family holiday gift drive at Northwestern Mutual’s Nashville office to ensure that children served by United Way’s family resource center would have a joyful holiday.

Chad Greer volunteering at United Way

Safe Haven Family Shelter

Chad’s understanding of community needs is grounded in his 19 years of hands-on volunteer work. Since 1998 Safe Haven Family Shelter, the area’s only shelter-to-housing program that keeps homeless families together as they transition to self-sufficiency. He also served as a board member of Safe Haven and is a longtime advisory board member.

Chad Greer volunteering at Safe Haven