Chad Holstlaw

Chad began his career at a wealth management and investment banking firm, working closely with financial advisors and asset managers where he learned the ins and outs of Wall Street. He then joined a multi-billion dollar investment firm and worked his way up to head trader, specializing in sourcing liquidity for the firm’s funds, digesting and relaying critical and relevant market information, navigating volatility, managing risk, and helping generate investment ideas.

Through nearly a decade of involvement in traditional finance, Chad saw an obvious contradiction between Wall Street narratives and real world experiences. After studying banking, economics, and our money, Chad began to see how the country’s lack of sound money benefits those at the top and those in finance most while productive small businesses and skilled workers fare far worse than they did 50+ years ago.

After discovering the Infinite Banking Concept, Chad saw an opportunity to help clients thrive in a system stacked against them. Today, Chad resides in the Tampa/St. Petersburg area and works with small business owners, entrepreneurs, investors, and families across the country to implement the Infinite Banking Concept, with a special focus on helping maximize liquidity and growth. He is also the author of “Infinite Banking for Small Business Owners,” which is a book designed to show small business owners how Infinite Banking can help them regain financial control and monetize the value of their businesses.