Wealth Planning Assistant
Chad earned his bachelor’s degree in business administration from the University of South Dakota. He gained experience in corporate finance when he served as Lead Financial Analyst for a Fortune 500 company for eight years in Kansas City. Chad passed the Level I of the Chartered Financial Analyst (CFA) examination in December 2011. The CFA designation is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
Chad’s passion for helping people through the comprehensive planning process is foundational to his commitment in building long term relationships. Chad tailors his relationships investment and financial planning strategies to their specific needs. His comprehensive practice helps people focus through the experience of life changes such as the birth of a child, career changes, divorce, retirement or unexpected premature death of a loved one.
Having a niece with cerebral palsy has ignited Chads’ fervor for developing comprehensive plans for families with special needs. As a spouse of a physician, Chad brings a knowledgeable perspective in regards to financial planning for physicians and their families.
Chad and his wife, Julia, married in 2001 and have two children: William and Anna. Chad enjoys reading, mountain biking, hiking, skiing and spending free time with family and friends.
GET TO KNOW CHAD
Favorite Book: Unbroken
Favorite Quote: “Be fearful when others are greedy and greedy when others are fearful” –Warren Buffet
Favorite Movie: Christmas Vacation
Place you would most like to Visit: New Zealand
Favorite College Team: Iowa Hawkeyes
Favorite Professional Team: Green Bay Packers, Kansas City Chiefs & Royals
Favorite Food: Reuben
Items on your Bucket List: Sky Diving