Chad has been a financial professional for over thirty years. Over the course of his career, Chad has worked with the largest banking, investment and insurance companies in the world. He has a broad background in every aspect of the financial situations everyone faces in retirement.
On a personal level, He has acted as Power of Attorney, Trustee and Executor on two family estates. Chad has helped his family through three long term care situations spanning many years. Chad is also the parent of an adult child with special needs. These challenges have provided him with a great deal of practical experience utilizing the solutions and strategies he now helps his clients with.
As an independent advisor, Chad utilizes both his personal and professional experience to assist clients. Using a comprehensive review and design process, Chad assists his clients transition from working to retirement and ultimately to estate transfer for future generations. His goal is to help his clients make well informed decisions that provide comfort and peace of mind for their retirement while being prepared for the challenges that life presents.