About the Founder

With over a decade of experience in finance and accounting, Chad brings his perspective to the table as an extra set of eyes for your family’s finances. Having his education, experience, and attentive nature on your side, you can become more confident in your own financial path.

Chad left a large RIA firm where he was lead advisor on over $50M assets under management in order to pursue his dream of owning his own firm. Now he can devote more time to fewer clients to deliver a superior client experience.

He is a:

- CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®),

- Certified Public Accountant (CPA),

- Certified Private Wealth Advisor® professional (CPWA®),

- Chartered Retirement Planning Specialist (CRPS®),

- Member of NAPFA,

- Member of XY Planning Network,

- Member of Fee Only Network, and

- fee-only fiduciary.

The Fiduciary Difference

A fiduciary must act in the best interests of the other person at all times. In the world of financial planning, fiduciaries have both an ethical and legal obligation to give advice that is in your best interest. Fiduciaries must put their own personal interests aside in order to remain loyal to their fiduciary duty to you. Because of this, fiduciaries tend to be the most educated practitioners in financial advising, as they must have the expertise to be confident in the advice they share with you. This often leads to a better wealth management experience for the client.