Chad has spent more than three decades helping individuals and families prepare for retirement by pursuing clarity, confidence, and a long-term perspective. Known for his steady and approachable style, Chad believes financial planning should be built on trust, personal relationships, and thoughtful guidance tailored to each client’s unique goals and values.
Throughout his career, Chad has been passionate about helping simplify complex financial and retirement decisions in a way that feels understandable and practical. His philosophy centers on integrity, stewardship, and helping clients feel cared for through every stage of life, whether they are preparing for retirement, navigating change, or planning for future generations.
After studying business at University of Wisconsin and North Central University, Chad began his career in financial services in 1989. His approach combines decades of experience with a strong commitment to providing personalized attention and meaningful long-term relationships with the individuals and families he serves.
Chad and his wife, Shelly, enjoy spending time with their family, traveling, and life on their Middle Tennessee farm. They are active in their church and community, serving in leadership roles for local ministries.
You can schedule a meeting with me by CLICKING HERE. Also, check out my feature article in Proactive Advisor Magazine.