Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Small Business

Education

  • BSBA, Economics and Management, Colorado State University-Pueblo, CO

Community participation

Colorado State University - Pueblo Foundation - Board Member

YMCA of Pueblo - Board Member

Pueblo Business Resource Oversight Commission - Chair

Pueblo City-County Library District - Finance Committee Member

PEDCO Foundation - Board Treasurer

Interests

Chad is an active community volunteer with two children, Bodhi, age 17 and Adelyn, age 10. Together, they enjoy the outdoor lifestyle Colorado affords. In the winter they enjoy snowboarding, while the summer provides opportunities for hiking and golfing. Together, they enjoy Colorado State University-Pueblo athletics, especially Pack football.