Our comprehensive financial plans are designed to align with a family's personalized goals and strategies, covering every facet of their financial world. We support our clients by providing planning and guidance in all aspects of their lives, from evaluating needs, goals, and taxation.
Intelligent Design Advisors' clients have access to convenient, modern cash management tools through our custodian, TD Ameritrade.
Understanding the financial markets is critical to your success as an investor or trader. Many of our clients take advantage of our research and market commentary to discover opportunities in the markets.
Chet Warren is a Co-Founder and President of Intelligent Design Advisors. Chet graduated from Marshall University with a degree in Economics and subsequently a MBA in Economics. He obtained the Certified Financial Planner (CFP®) designation in 2011.
Executive Vice President of Operations
Beth is a Co-Founder and Executive Vice President of Operations for Intelligent Design Advisors. Beth obtained a degree in Merchandising and Marketing from Ball State University.
Beth has been in the financial industry for over 18 years. She joined Smith Barney in 2002 as a Registered Associate and began working with Chet in 2012. Beth brings a unique perspective to helping clients solve problems and has been instrumental in the development of Intelligent Design Advisors' services. Throughout her career she has developed best practices to providing client-focused service.