Our Team

Optimis Wealth Team

Chad Greer and Scott Speedy began their financial planning careers with Northwestern Mutual two decades ago. They both found early success and built thriving practices. As the industry evolved and Northwestern Mutual added investment services to its platform, Chad and Scott established wealth-management businesses. They saw such powerful results independently advising clients that they joined forces and expanded their team. Today, Optimis Wealth’s team-based approach delivers an even higher level of service to their clients. To learn more about our team please click on the bios below.

 

Chad Greer , CLU®, RICP®

Partner

Office 615-742-8721


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Scott M. Speedy , CFP®, CLU®, ChFC®, AEP®

Partner

Office 615-742-8789


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Brian D. Jett

Associate Partner

Office 615-742-8715


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Kate Bracey , CLU®

Associate Wealth Management Advisor

Office 615-742-0309


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J. Courtney Davenport

Associate Wealth Management Advisor

Office 615-742-8757


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Madi White

Associate Financial Representative

Office 615-742-8765


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