Chad E. Vergason, CFP ®

Director of Insurance & Retirement Plans / CERTIFIED FINANCIAL PLANNER™

A graduate of the University of Central Florida with a BS in business administration and a minor in finance. Chad is also a CERTIFIED FINANCIAL PLANNER™ professional.

Chad oversees insurance policies for the Siler team while contributing to product selection and design. A professional in planning for business owners, his specialties include risk management using life, long term care and disability insurance, 401(k), and employer sponsored retirement planning. He also helps his business clients attract and retain qualified talent while building and protecting their own personal assets in a tax efficient manner.

When not engaged in helping clients, Chad enjoys spending time with family and his fur child Niko. Boating, fishing, photography, and all things music are just a few of his diverse outside interests.

Chad E. Vergason Headshot

Your Team

Lee Siler

President & CEO, AKA The Stock Dr.

Justin Kenney

Registered Investment Advisor

Nikki L. Ward, CFP®

COO/Certified Financial PlannerTM

Jarrod Bokhart

Registered Investment Advisor

Patricia Button


Katelyn Weeks

Client Coordinator/Operations