Chad began his career in financial services in 2008, a few years after graduating from Colorado State University with a degree in Business Administration. In 2014, he moved to Casper, Wyoming to join Morgan Stanley, where he eventually became Branch Manager. In that role, Chad supervised a team of advisors while continuing to serve his own clients, gaining extensive experience in leadership and wealth management.

Today, as Managing Partner at Platte River Private Wealth, Chad works directly with clients to develop comprehensive financial plans and strategies tailored to their goals. In addition to his client work, he supervises the firm’s financial advisors, providing guidance and support to ensure the highest level of service and professionalism.

Chad earned the Certified Retirement Planning Counselor (CRPC^®) designation through the College of Financial Planning.

Outside of work, Chad enjoys snowboarding in the winter and golfing and hiking during the summer. He and his wife, Katie, have two children—Carson, a student at Natrona County High School, and Chloe, a student at Centennial Middle School—and two Labrador retrievers, Stella and Winston.

EDUCATION & QUALIFICATIONS

EDUCATION:
Colorado State University

LICENSE(S):
Series 7, 66, and 9/10 held through LPL Financial. 

DEISGNATION(S):
CRPC^®

CRPC conferred by College for Financial Planning.