Looking for a team to help him grow as a financial advisor and help those around him, Chad joined Renaissance Financial. Chad focuses on getting to know his clients on a personal level to understand their individual needs and utilizes the collaborative culture at the firm to help find solutions that fit his clients needs. He enjoys helping a wide variety of clients, from young businesses and families, to nurses and business owners, to those entering retirement.
Chad attended the University of Nebraska – Lincoln and graduated with a degree in business administration and a minor in marketing and sales. He was a member of Sigma Alpha Epsilon fraternity and is still active in their alumni group. After graduation, Chad joined TD Ameritrade as a New Account Consultant. In that role he learned the importance of building client relationships to understand their individual needs and developed an understanding of the financial industry. Chad holds his FINRA Series 7 and Series 66 registrations as well as his Life, Accident, and Health Insurance Agent license.
An Omaha native, Chad now resides in Elkhorn, NE. He enjoys giving back to the community and is involved in various church activities and volunteers his time to raise breast cancer awareness and has participated in awareness walks. When he is not in the office, Chad enjoys staying active, golf and basketball being his favorite sports to play. He also enjoys spending time outdoors and working out.
Cad Carlos is a Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.