Chad believes that everyone is unique and has individualized needs. He manages client assets through a personalized approach- assessing each client to understand their needs, and executing a specific plan focused on downside risk management.
CAPABILITIES TO IMPACT YOUR LIFE AND WEALTH
Chad has been a Financial Advisor for over 20 years, He worked at Merrill Lynch along with Morgan Stanley, before joining True Alpha Wealth Management in 2021.
ACCREDITED ASSET MANAGEMENT SPECIALIST
The AAMS® designation program provides advisors with fundamental financial knowledge of asset management and investments. It focuses on how to evaluate assets and make recommendations as well as identify new investment opportunities and recognize insurance, tax, retirement, and estate planning issues.
EDUCATION
Chad received his Bachelor of Business Administration from The University of Toledo majoring in Finance. He holds the Series 7 and 66 licenses.
OUTSIDE THE OFFICE
Chad lives in Sandusky with his two children, Madilyn and Dawson. He spends most of his time traveling and training with Dawson across the country for wrestling. His daughter, Madilyn, is a freshman at the University of Dayton. When not with his children, Chad enjoys running, history, and reading. He and his kids also enjoy vacationing in Florida.