Edwardsville’s newest financial planning firm, Front Office, opened Monday, March 22, in the new Whispering Heights development at 1010 Enclave Blvd, Suite A.
Front Office’s team is led by wealth advisor Chad M. Opel, CFP, a member of the 1998 EHS State Championship undefeated baseball team and the SIUE Athletics Hall of Fame.
“We are thrilled to bring a new kind of financial planning experience to Edwardsville,” Opel said. “Front Office offers a portfolio of strategic solutions that provides clients with financial and emotional security. Our team prides itself on helping valued clients achieve financial happiness, emotional peace of mind and big dreams for themselves and their families. We craft a unique playbook designed to reach each client’s unique goals.”
He said Front Office offers a Fiduciary Network comprising a collaborative of experts working in synergy to provide clear guidance and oversight based on expertise, wisdom and trust. The network offers clients the option of centralized services, with fully vetted partners that specialize in financial, legal, insurance, tax, accounting, banking, lending, real estate and business coaching. Additionally, Front Office has partnered with Mutual Advisors, LLC as its registered investment adviser offering compliance and technology support to the firm.
Front Office’s Head of Operations and Wealth Advisor Evan Mowen is an active member of the SIUE Alumni Association and has teamed with Opel since 2014.
Wealth and Client Service Advisor Amanda Ponce is dedicated to helping individuals and families solidify their financial futures by giving clients peace of mind and clarity to complex financial situations.