Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Charitable Giving
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AWMA® Accredited Wealth Management Advisor℠
  • AEP® Accredited Estate Planner®
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.S., Biology - University of South Dakota, 1997

Interests

  • Chad and his wife, Beth, reside in Sioux Falls and are the parents to two very active boys who attend Sioux Falls Catholic Schools.
  • Chad also served in the South Dakota Army National Guard for 13 years as a Battery Commander Captain.
  • My wife and I enjoy summers watching our two boys playing baseball. When we are not involved in baseball we are spending time with family and friends at Lake Madison.
  • My boys and I enjoy Hunting/Fishing with their Grandpa's, Uncles, and friends. When we have the opportunity, we enjoy traveling to see our family.
  • Our family's big fans of the Minnesota Twins, Chicago Bears, and Notre Dame.

Community participation