Chad started in the financial services industry in 2008, a few years after graduating from Colorado State University with a degree in Business Administration. Growing up, his next-door neighbor was a financial advisor and branch manager, providing Chad with exposure to the financial world at a young age.  It wasn’t until a tornado came through town and destroyed the job he had just started that he considered a career as a financial advisor. He moved to Casper in 2014 to become a branch manager at a local financial services office, and has made Casper his home. Chad focuses much of his time on the financial planning side of the business. His goal is to give his clients the peace of mind and confidence to enjoy their retirement and the wealth they have built.

Chad met his business partner, Brock, when they were dating their wives, sisters Brenda (Brock) and Katie (Chad). They both married in 2007, and their oldest children were born within weeks of each other. Chad’s own family now includes a son and a daughter, and a Black Labrador named Stella. When not at work, he enjoys snowboarding at Hogadon Basin, as well as trips to Jackson Hole and snowcat skiing in Canada. Summers are time for golfing and hiking, and the fall finds him coaching football.

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

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.

Registered states:
AK, MA, TX, NV, WA, MS, PR, UT, NE, NC, VA, WY, WI, IN, SC, KS, NY, OR, AR, HI, MT, TN, AZ, ID, OK, RI, SD, MD, IA, GA, NM, CA, CO, FL, MN, IL, ND