Chad is someone who believes that everyone is valuable in their own way. He executes this through his individualized approach- assessing each client to understand their needs, and then executing a specific plan for them.
Capabilities to Impact Your Life and Wealth
Chad has been within the industry for over 18 years, debuting in 2003. Through these years, he has worked for 2 of the largest firms on Wall Street.
He has received his Bachelor’s of Business Administration from The University of Toledo in Toledo, Ohio. During his collegiate career, he focused and majored in finance.
Outside the Office
Chad currently lives in the Sandusky area with his wife Valerie of 16 years, and two children, Madilyn and Dawson. He spends most of his time traveling and training with Dawson across the country for wrestling. Chad also enjoys watching Madilyn cheer at football games, run track, and play tennis. When not with his children, Chad is an avid runner himself. In his family’s free time, they travel to Orlando and Destin, Florida for vacationing weather.