Chad has been a Financial Advisor since February of 1996. He currently concentrates on his clients' accumulation of assets, utilizing a holistic approach to financial planning. This includes the distribution of the client's assets during retirement and transferring of this wealth upon death. Chad uses a basic and simple approach to planning for his clients, to help them work towards achieving their goals and dreams.
Chad enjoys talking to and educating people, and he has presented hundreds of retirement and estate planning seminars over the years.
Chad is a graduate of Minnesota State Mankato in 1990 and has a Bachelor of Science in Business with a concentration in Marketing. He holds his Series 6, 7, 63 (through LPL Financial) and 66 (through Strategic Wealth) licenses, along with his MN Life and Health license.
Chad and his wife, Lori, have been married for almost 30 years, and have three boys, Jared, Logan and Zach. While his sons were growing up, Chad enjoyed coaching and cheering for them during their football, basketball and baseball games. He also enjoys travelling, playing volleyball with his wife and friends and has most recently taken up pickleball. Chad is an avid fan of the University of MN Golden Gophers Football team, and on Saturdays, you can find him watching his favorite team in person or on TV!