Chad Winter

At Stonebridge Wealth Systems, we provide comprehensive wealth management and financial services designed to help pre-retirees and retirees navigate life’s financial transitions with confidence. With 12 years of experience in the financial industry, Chad brings a thoughtful, client-centered approach to retirement planning, investment management, and long-term financial strategy to our Lincoln clients.

Prior to joining Stonebridge Wealth Systems, Chad spent six years at TD Ameritrade as a Senior Account Manager, where he worked closely with affluent clients to service their accounts and requests as they worked toward their long-term goals. Chad later served as a financial professional with Baer Goff Financial in Lincoln, Nebraska for five years, further deepening his experience in personalized financial planning and relationship-based advising. Earlier in his career, he spent five years as a General Manager in the restaurant industry, an experience that strengthened his leadership skills and reinforced the importance of service, communication, and accountability.

Chad is committed to building lasting relationships and helping clients feel informed, prepared, and confident about their financial future. Outside of work, Chad enjoys spending time with his family. Chad's wife, Kelley, is a school counselor with Lincoln Public Schools. His son, Burke, attends Lincoln Southeast High School, and his daughter, Reagan, is a student at the University of Nebraska–Lincoln. Family is central to his life and values, and it strongly influences his dedication to helping clients protect what matters most and plan with clarity for the years ahead.