Through strategic partnerships and top-tier software platforms, he strives to make financial management more accessible and understandable for individuals.
PUEBLO, CO, October 04, 2024 /24-7PressRelease/ — Chad Heberly has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
With a career spanning two decades, Mr. Heberly has established himself as an expert in understanding the financial ecosystem. As the founder and chief executive officer of Prospera Investment Advisors and Prosepera Financial he oversees the operations of the company. His journey in the financial services industry began with his role as a loan officer and production manager at Pueblo Mortgage, which was acquired by Legacy Bank, in 2004. He then advanced to vice president and branch manager at Legacy Bank, where he worked from 2005 to 2011.
Following this, he served as a commercial relationship manager at U.S. Bank from 2011 to 2012. His finance career continued to progress when he joined Farmers Insurance Group of Companies and Farmers Financial serving as an agency business consultant and registered principal from 2012 to 2013. In 2013, Chad shifted his focus to serving clients directly as a financial advisor at Stifel Financial Corp., holding this position from 2013 to 2019.
Mr. Heberly’s expertise expanded during his tenure at Chrysalis Wealth Management, where he served as a financial advisor and chief operating officer from 2019 to 2024. In 2024, he founded Prospera Financial and Prospera Investment Advisors, where he serves as chief executive officer and financial advisor. The establishment of Prospera represents a pivotal moment in his career with the launch of his vision to create a comprehensive financial ecosystem that caters to a client’s entire personal economy, bringing a family office model that serves the ultra-wealthy to the mass affluent.
Mr. Heberly has been actively involved in various industry-related organizations throughout his career. Throughout his career, he has engaged in a myriad of roles in the community. Chad is a finance committee member and past chair of the YMCA of Pueblo. Additionally, Chad serves as board treasurer of the PEDCO Foundation, board member and finance committee chair of the Colorado State University – Pueblo Foundation, and chair of the Pueblo County Business Resource Oversight Commission. Chad’s past roles include treasurer and club president of the Rotary Club of Pueblo West, Chair of the Pueblo West Chamber of Commerce, a member of 30 Club and treasurer of the 30 Club Foundation, and board member of the Parkview Foundation.
Mr. Heberly’s academic achievements have significantly contributed to his success. In 2004, he earned a Bachelor of Arts in economics and management with a minor in business administration from Colorado State University-Pueblo. In 2008, he completed a diploma in asset and liability management from the Graduate School of Banking at Colorado.
Mr. Heberly’s contributions have been recognized with several awards, including the 40 Under 40 Award from the Pueblo Latino Chamber of Commerce in 2019 and the Man of the Year award from the 30 Club in 2011. His dedication to elevating businesses and assisting students through volunteer work has impacted many lives.
Reflecting on his accomplishments, Mr. Heberly attributes his success to his upbringing and the unwavering support of his parents despite their limited resources. An influential mentor in the banking industry also played a crucial role in his early career success, providing guidance that Mr. Heberly cherishes to this day. Committed to paying it forward, he mentors others and emphasizes upholding high standards.
Outside of his professional life, Mr. Heberly enjoys snowboarding, fitness activities, golfing, biking, and running. He is also dedicated to his family and appreciates spending time with them. Looking ahead, he aims to expand Prospera into a prominent firm within the region and eventually into multiple neighboring states, aspiring to expand the financial ecosystem and the team to serve the needs of clients across the country.
Mr. Heberly’s vision for Prospera is driven by his extensive experience with small banks and larger corporate broker-dealers. Through strategic partnerships and top-tier software platforms, he strives to make financial management more accessible and understandable for individuals, empowering them to make informed decisions about their financial futures.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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