Integrating over 20 years of private wealth management advisory experience,
Chad serves as a trusted advisor to affluent clients, helping them navigate complex
and comprehensive planning decisions and harmonize their financial lives. With a
commitment to developing meaningful relationships, he is inspired by helping clients
align their values, priorities and goals to make clear, educated financial decisions.
Whether it’s providing strategic guidance on sophisticated financial strategies
or managing the landscape of financial independence, Chad is passionate about
delivering a customized approach for continued success to each client.
Chad is a graduate of the University of Minnesota-Twin Cities, where he earned a Bachelor of Science in
Biology, a proud veteran of the Minnesota Army National Guard and a diehard Timberwolves fan.
He and his wife, Amy, have five adult children.