Creative Planning Business Services

As a Senior Business Manager, I’m focused on building and leading a Business Development Representative (BDR) team to drive sales growth and expand market reach. I also work closely with franchise and co-op dealer networks, helping them streamline, automate, and outsource key business operations to improve efficiency and profitability.

Beyond growing the dealer network, I also design and implement sales enablement programs, equipping sales teams with the tools, training, and automation they need to close more deals and scale their success. My role is helping teams perform at their highest level through BDR development, dealer support, or strategic sales enablement initiatives.

Partner/Senior Business Manager

As a Business Manager, I play a pivotal role in supporting Creative Planning Wealth Managers by engaging directly with business owners and leadership teams across various business lines, including Business Tax, Audit & Attest, Outsourced Business Accounting, Payroll Services, Technology, Mergers & Acquisitions, and Consulting and Enterprise Solutions.

Senior Business Manager

As a part of the Business Advisory Team, we are responsible for solving complex problems that span multiple areas of expertise. We work primarily with privately held companies in construction, healthcare, manufacturing, real estate, non profits, agriculture, and franchises.

Business Advisor and Channel Leader

Client service is at the heart of BerganKDV's position as a Midwest leader in Professional Services, Enterprise Resource Planning, Human Capital Management, Outsourced Payroll, Bookkeeping, Sales & Use Tax, Security, and Managed IT.  Executes collaboration between all team members to fully service clients through an amazing customer experience.

Market Leader

Collective Data

We provide back end solutions that ensure the public and everyday consumer has access to what they need.

Collective Data provides high-end asset management software that has supported private companies and government agencies for over 20 years. Our signature products, collectiveFleet®, collectiveQuartermaster®, and collectiveFusion® are used by hundreds of organizations that value intuitive and productive software. Our customer base spans from mid-sized to large operations. The products’ modular and configurable architecture, as well as the ability to integrate with other software, is what sets us apart.

Regional Sales Manager

Iowa Realty

HomeServices of Iowa is a full-service brokerage consisting of five company brands; Iowa Realty, Iowa Realty Commercial, Berkshire Hathaway HomeServices First Realty, Midland Title & Escrow, and Iowa Title Company. We have offices located throughout the Des Moines metro as well as the Cedar Rapids area. We employ over 200 employees and support over 900 agents. HomeServices of Iowa is a subsidiary of HomeServices of America, which is comprised of over 30 top real estate companies creating the second largest, full-service real estate brokerage firm in the United States.

Regional Manager

GreatAmerica Financial Services

Vice President, Sales - Office Equipment Group

Our team works to develop successful relationships with IT Resellers and Managed Service Providers across the United States.  We help to educate, train and further develop the valuable impact of having a solid financing strategy and partner.

Director of Business Development, Data and IT Services Team

I work hard so my partners succeed.  I am in the business to give value, be a resource, and help my vendors be more successful tomorrow then they were today.  I help them become more successful by providing solutions that enhance and empower their business to grow.

Vendor Relationship Manager

Human Resources Specialist (Talent Acquisition)

LLB Executive Partners

Find and place executive level talent exclusively in the Financial Services industry with an emphasis on auditing, compliance, accounting, analysis.

Our firm also has specialists in sales, engineering, and telecommunications.

Account Manager

Mount Mercy College

Recruiting and advising non-traditional students.

Transfer Coordinator

BankIowa

Provided support and services to all commercial clients within the Cedar Rapids, Iowa market.

Commercial Banking Assistant

Greater Cedar Rapids Open

Facilated and aided in organization/fundraising of Iowa's largest professional golf tournament.

Executive Director (Contract)

From a dusty backyard with a worn-out tire to the corridors of modern businesses, my journey has been anything but ordinary. As a kid, I didn’t have the innate talents some of my peers did. Instead, I found my strengths in persistence, waking up early, throwing that baseball, hitting a golf ball, and pushing myself to run miles before sunrise, so I could be active enough for my kids.

That drive is what led me to the world of business. My curiosity often prompts questions, such as how a business can automate its processes to grow or how leadership dynamics can change the trajectory of an organization. I've worked with businesses to modernize their core functions and, more importantly, to tap into the potential of their teams. To me, leadership isn’t just about guiding—it's about recognizing and valuing each member's contribution.

Over the years, I’ve become the go-to person for organizations wanting to break through their status quo. Be it aligning a C-Level team or diving deep into organizational health, my approach is always rooted in real-world understanding and experience.

And when I’m not immersed in business strategy? I’m at home, a proud keeper of The Greenlee Zoo. My pets—a motley crew of dogs, cats, guinea pigs, and a bearded dragon—remind me of the diverse challenges and joys of life. They've taught me patience, adaptability, and the importance of finding joy in the small things.

In essence, I’m a firm believer in growth, change, and the potential in every situation—be it in business or life.

Chad Greenlee

As Director of Business Development at Creative Planning, I lead a nationwide team in developing strategic partnerships, driving revenue growth, and creating go-to-market strategies, working closely with business owners and leadership teams to align service offerings with market demands and foster long-term client relationships.

Partner, Director of Business Development

My career progression continued with a transition to Director of Channel Sales, where I led a specialized group of sales team members focusing on specific industries. This transition marked a strategic shift from geography-based to industry-specific expertise. I played a crucial role in aligning our sales efforts with industry needs, resulting in a more focused and impactful approach to client engagement.

Director of Channel Sales

Building on my experience as a Market Sales Leader, I embraced additional responsibilities by leading the South Sales Team while managing sales efforts across Iowa, Missouri, Nebraska, and Wisconsin. This expanded role allowed me to further refine my leadership skills, develop a cohesive team, and consistently exceed sales targets.

Regional Sales Manager- IA, MO, NE, WI

As a Market Sales Leader, I spearheaded business development efforts within a designated market, contributing to the company's growth in the Cedar Rapids / Iowa City areas. I successfully identified opportunities, cultivated relationships, and leveraged a strategic approach to enhance client engagement and revenue generation. This role laid the foundation for my leadership journey within BerganKDV.

Market Sales Leader

Strategically expanded a leasing portfolio in collaboration with Managed IT providers affiliated with Connectwise's IT Nation Evolve community. My role encompassed fostering relationships within this dynamic community to drive portfolio growth.

A highlight of my tenure was the opportunity to embark on a journey of transforming sales approaches. I engaged in comprehensive training, both in small group settings and as a speaker on a conference panel. The focus of this training was to shift the sales paradigm towards promoting services as monthly subscriptions, transcending the conventional project-based model. This experience not only broadened my expertise but also allowed me to share insights and contribute to industry-wide discussions.

Business Development Manager

Loving The Dream, Inc

Entrepreneurial spirit drove me to establish and manage a successful career in the direct sales industry. I had the privilege to support and lead a team of 500+ women while actively engaging in personal selling. I took pride in continually listening to the marketplace and responding to changes in buying behaviors.

Owner, CEO

Rockwell Collins

Laid the foundation of my career in software engineering, developing cutting-edge solutions and contributing to various projects in the aerospace industry.

Software Engineer

Esterline AVISTA

Digital Canal Corporation

Computer Programmer

Passionate and Results-Driven Sales Leader | Business Advocate | Community Enthusiast

Welcome to my LinkedIn profile! I’m currently the Director of Business Development at Creative Planning, where I lead a talented team focused on driving growth, building meaningful client relationships, and creating strategies that deliver value. With over two decades of experience, I’m passionate about helping businesses succeed by connecting them with the right solutions and opportunities.

What motivates me most is making an impact—whether it’s supporting a client’s journey, mentoring my team, or contributing to community initiatives. I believe in the power of collaboration, creative thinking, and meaningful relationships to fuel success.

If you’d like to connect or chat about opportunities, I’d love to hear from you!

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The Battle

Chad Greenlee

Nicole Mead

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