Chad Gough is a seasoned financial advisor with over 20 years of experience in
annuities, retirement planning, and financial product distribution. He brings a deep
understanding of industry trends and works closely with individuals and families to
develop personalized financial strategies that support long-term security and peace of
mind.


Chad is a Series 65 registered Investment Advisor Representative in Georgia and
Virginia, and he holds active life and health insurance licenses in GA, VA, MD, PA, and
NC. As a financial advisor and partner with Three Leaf Financial, Chad helps clients
navigate complex financial decisions by focusing on growth, income, and liquidity
strategies that align with their personal goals. The firm’s client-first philosophy
emphasizes clarity, trust, and long-term relationships—values Chad embodies in every
interaction.


With prior experience as a registered representative holding FINRA Series 6, 63, and 26
licenses, Chad has worked extensively on both the carrier and distribution sides of the
industry. He co-founded and served as Chief Operating Officer of an independent
marketing organization (IMO), where he supported hundreds of advisors in delivering
tailored annuity and life insurance solutions. He also held several senior roles at a major
insurance carrier, including Senior Sales Trainer and Regional Director of Sales, where
he led advisor training, product positioning, and business development initiatives.


Chad’s expertise spans annuity strategy, lead generation, financial product design, and
advisor education. His holistic approach bridges the gap between financial innovation
and client needs, helping individuals make confident decisions in every stage of
retirement planning.


Beyond his professional work, Chad is a passionate advocate for financial education
and mentorship. He also enjoys coaching youth soccer, where he applies the same
leadership and team-building skills that define his approach to financial advising. Based
in Canton, GA, Chad lives with his wife and daughter and remains committed to helping
clients pursue a comfortable retirement through thoughtful, well-informed planning.