Chad was born and raised in Louisville, Kentucky, and later graduated from Rider University in New Jersey.

As a financial advisor with over 11 years of experience, Chad serves as the founder and Managing Director of an insurance brokerage firm. Additionally, he has accumulated nine and a half years of experience as a Wealth Management Advisor. Throughout Chad’s career, he has blended his financial expertise and tactical experience with dedication and integrity, establishing enduring client relationships.

Functioning as a financial advisor and fiduciary, Chad assists individuals and families in achieving the retirement they desire. He firmly believes that there are no one-size-fits-all strategies for planning one’s golden years. Chad does not rely on templates for his clients; instead, he invests ample time understanding the lifestyle they desire and creates a holistic strategy aligning their financial plan with their priorities.

Outside of work, Chad can be found enjoying quality time with friends and family. He also has a passion for traveling, the great outdoors, music, and maintaining his physical fitness!