For Chad, what he does is more than just a job—it’s a true passion. Clients aren’t just a number, because he gets to know every person and consistently seeks ways to add value and foster a close relationship with them. He cares about them, their families, and their aspirations; acting as a true financial fiduciary offering individualized planning in a boutique firm setting.

Personable, empathetic, and ethical, Chad works hard to help ensure his clients get their questions answered and that they feel listened to at all times. He never wants someone to be unhappy with how he’s treated them or feel there should have been more. He puts emphasis on connecting clients with other strategic partners who may be able to assist with their unique situation. Chad’s business is not separate from him; it represents him as a person, which is why he acts on a client’s behalf and strives to help them reach their goals. Chad’s personal goals are meaningless to the client; and that’s OK, because his sole purpose is to serve them.

A transaction-based adviser Chad is not, because that doesn’t align with his drive to help others in a meaningful way. He takes great pride in knowing he’s helped someone protect their family by developing and implementing a plan that might someday change their lives. When it comes to designing a strategy, the consistent collaboration and monitoring help mitigate any concerns the client may have, because they know they’ve planned for life’s what-ifs. Chad believes it pays to listen and truly hear what clients are telling him. At death, the work he’s done is invaluable and like a mentor once told him, “I will be the second—sometimes first—person the family calls after the minister.”

His love for people and his drive to help them achieve their goals keep him motivated when it comes to his work. He chose financial planning because this career offered Chad the opportunity to help people at every age, and his one hope for them is that they rarely think about their financial situation because they're completely satisfied with the decisions they’ve made.

To best serve his clients, Chad holds his Series 65 securities license as well as his life and health insurance licenses.



When he’s not in the office, you can find Chad spending time with family, playing tennis and golf, enjoying the beach, or out and about meeting new people.