For Chad, there is no better feeling than providing solutions for people when they have a problem. He chose to pursue financial advising because he wanted a career where he could help clients with a part of their lives that too often gets overlooked. He focuses on helping individuals prepare for major events, whether it be marriage, children, career changes or retirement. For businesses, Chad advises owners who are getting started, are expanding, or are preparing for retirement, as well.
A degree in business administration from Westminster College gave Chad comprehensive preparation and education toward his current path. In addition, he holds his Life, Accident, and Health Agent license, as well as his FINRA Series 7 and Series 66 registrations.
A resident of Kansas City, Chad is active in his community. He is a member of the Big Impact Group for Big Brothers Big Sisters-Kansas City, an organization that carefully matches children with caring adult mentors.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.