As Wealth Advisor, Chad supports the advisors with financial planning case work, including para planning, tax planning, income and retirement planning. He also assists with asset analysis and data management for all planning analytic and client relationship web applications.
Chad earned his Business Administration Finance degree from the Neeley School of Business at Texas Christian University in Fort Worth, Texas. Chad holds series 7 and 66 securities licenses and holds the Wealth Management Certified Professional® designation. In his spare time, he enjoys golfing, snow skiing and boarding, water sports and spending time with friends and family.