Chad is an Investment Advisor Representative based in Charlotte, NC. He develops financial plans by learning about his clients’ goals and visions, with the understanding that everyone’s economic and life situation is unique. With over 12 years of experience as a financial advisor, he believes that personal service is essential when matching clients with the right financial products and services.
Chad feels extremely fortunate to perform this work, as he enjoys helping people from all walks of life. Despite today’s financial complexities, his clients are regularly surprised at the simplicity of their personal financial plans. In his experience, the real challenge lies in seeing the big picture while also being able to analyze all the working parts. By delivering an approachable plan, he assists clients in clarifying the path to their goals.
Chad holds the following credentials: Series 6, Series 63, Series 65, Life and Health Insurance License, and Medicare Supplement/Long Term Care License. He is currently working on his accreditation as a Certified Retirement Counselor (CRC) that will help him further assist his clients with their retirement-related decisions. He will also be sitting for his Series 7 License in the near future, which will allow him to further assist his clients in individual stock, bond and option needs. Chad is licensed in North and South Carolina, as well as Virginia, Tennessee and Missouri.
Chad and his wife Jessica are parents to 3 beautiful children. As a family, they enjoy the great outdoors and regularly participate in camping, hiking, rafting and other fun outdoorsy activities.