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Background: Chad L. Coe, CWS, is an internationally recognized expert in wealth management strategies. He founded Coe Financial Group, Inc. in 1998 and is known for his values-based approach and focus on both personal well being and financial security. Chad specializes in structuring programs based on personal values, objectives, and risk tolerance. Another dimension of services offered at Coe Financial is the customization and management of portfolios for estate preservation as well as optimization in times of transition. Chad is also a highly respected business coach and connector of business people. He encourages and motivates others to assert themselves positively in the world and, ultimately, to give back. He presides over several influential networking groups and is the author of “The Power of Peopletizing: Networking Your Way To Financial Freedom.” Chad is an international speaker whose keen insight into human interaction and ability to make quality business connections to be effective in today’s “Rela