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Our Team

Optimus Wealth team standing together in business attire

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®


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


Brian D. Jett

Private Wealth Advisor

Kate Bracey CLU®, WMCP®

Associate Private Wealth Advisor

J. Courtney Davenport WMCP®

Associate Private Wealth Advisor

Madi White

Client Relations Manager