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 plan for major events, whether it be marriage, children, career changes or retirement. For businesses, Chad advises owners getting started, are expanding, or are planning for retirement, as well.
Chad worked previously as a management assistant for Enterprise Holdings, where he was responsible for inside sales which included driving rates, selling vehicle protection and roadside assistance. He also assisted the fleet management and accounts receivable departments.
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.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.