Chad has been in the Financial Services Industry since February of 1996. He currently concentrates on the accumulation of assets, distributing of these assets during retirement and the transferring of this wealth by doing a holistic approach to financial planning. With his clients, Chad uses a basic and simple approach to planning that makes sure it seeks to accomplish their goals and dreams.
He has presented hundreds of retirement and estate planning seminars over the years and really enjoys being infront of the people in attendance.
Chad is a graduate of Minnesota State Mankato in 1990 and graduated with a Bachelor of Science in Business with a concentration in Marketing. He also has completed the education and ethics requirements to be able to better serve his clients and their needs by holding his Series 6,7,63 (through LPL Financial) and 66 (through Strategic Wealth) licenses along with his MN Life and Health license.
Chad is married to Lori and has three boys, Jared, Logan and Zach. Over the years, Chad has enjoyed coaching and cheering on his sons during their football, basketball or baseball games. He also likes to travel and play volleyball with his wife and friends. Currently he follows his University of MN Golden Gophers Football team!