The mission of GreenStar Advisors is to deliver truly comprehensive financial advice that is transparent, accountable, and wealth-optimized. This is what we believe:
However clients may choose to measure us, we measure ourselves through our success in minimizing client worry. We see that the core worry that many people have is running out of money. Our job is to not only minimize this possibility, but to help them emotionally and intellectually feel financial freedom.
Chad has more than 15 years experience in the industry. His background is with multi-national banks and brokerage firms before he founded GreenStar Advisors in 2010. He has been termed an affable eccentric. When he isn’t working, you may find him doing projects at his family’s “Little Farm” in Centennial where they have horses, goats, dogs, cats, fish, chickens, and bees along with his wife Makendra and four children (three still at home). Or you may find him traveling to exotic locations (Cuba and Iceland this past year), climbing Colorado’s 14ers (43 out of 58 climbed), skiing, backpacking, running, weight lifting, or playing guitar.
His multi-award-winning book Wealth by Virtue is available on Amazon. More information about it can be found at wealthbyvirtue.com.
Favorite food: I like savory foods such Indian, Middle Eastern, Thai, or anything spicy (hot wings) or covered in BBQ sauce. Of course you can’t go wrong with a good ol’ fashioned cheeseburger or pizza.
Best piece of financial advice Chad has received: “If your outgo exceeds your income, then your upkeep will be your downfall.” His dad always said this to him growing up, along with, “We buy things we don’t need with money we don’t have to impress people we don’t like.”
If Chad could meet anyone, past or present, it would be: My great grandfather Harold John “Kitty” Gordon who was “Pocky” to his grandkids.
Hidden talent: Playing guitar (and singing … if no one else will)
Place he’d most like to visit: Croatia, Thailand, and the moon.
Favorite holiday: When I was a kid, my favorite holiday was Christmas. When I became a parent, my favorite holiday became Day Light Savings.
Makendra has spent her career in public schools and as the deputy director of a non-profit protecting wild horses. As a middle school teacher, her highest aspiration for students is more than just the sharing of knowledge, but to show students how to help themselves through knowledge. She loves bringing people together and creating community through shared passions and interests. Along with Chad, Makendra can be found on their “Little Farm” along with their children, horses, goats, chickens and ever-expanding gardens.
Passions: Horses, running, mountain biking, gardening/urban farming, skiing, cooking, art, and backpacking
Best Financial Advice: Maybe what I tell the kids: Is this a need or a want? Also, better to spend on shared experiences than objects and live life to the fullest while saving for the hard times.
Favorite food: Anything from the garden! Also ice cream, sushi, homemade Indian food.
Favorite quote: “Life shrinks or expands in proportion to one’s courage.” Anaïs Nin
Hidden talent: Creating art from wire
Place she’d most like to visit: Croatia, Patagonia
What motivates Makendra: Helping others, being creative
Favorite holidays: Summer trips with my family
Something on her bucket list: Learning horse massage/body work
Each month, GreenStar Advisors gives a portion of its profits to charitable causes. In Wealth by Virtue, Chad writes, “We must maintain a virtuous perspective. Globally speaking, if you own a toilet, you are wealthy. Ever since I was a child, I’ve felt that I won the lottery to be born an American. As I’ve aged and traveled, although my childlike awe has matured, I still believe this. A global perspective helps me recognize that I’ve been given a massive leg up in life. I know that if you took my same brain and abilities and put them in the body of someone in a remote village in a developing country, there’s no way I would reach where I reached in America. The wealth and success we achieve in life owes the majority of credit to the society and community in which we were born. There is no such thing as self-made wealth, and it is unforgivable arrogance to think otherwise. An enormous portion of success in America stems from a societal boost that simply isn’t afforded to all people in the world. This realization should breed a virtuous perspective, and a sense of gratitude. Recognizing your good fortune creates empathy for those without it. It costs nothing to regard your wealth from a global vantage point.” (Wealth by Virtue, page 365) To us, we give to these organizations as a reflection of this perspective.