Chad is a CERTIFIED FINANCIAL PLANNER practitioner who began his career in financial services in 2005.
Chad is committed to forming long-lasting relationships with clients and developing customized strategies to prepare for any or all of life’s milestones. The foundation of Chad’s practice is holistic analysis. Helping clients achieve financial goals is so much more than a good asset allocation. Clients need an advisor who will work in conjunction with his or her investment, insurance, tax, and legal professionals to build a comprehensive financial plan.
Chad is a strong believer in education and being a student of the business. He currently holds the designations of: CERTIFIED FINANCIAL PLANNER, Chartered Retirement Planning Counselor, Chartered Advisor for Senior Living, and Chartered Financial Consultant
Chad resides in Newtown, CT with his wife Gabrielle and their three children: Coleman, Chayla and Chasen. Chad Serves on the Board of Rock Ridge Country Club and The Newtown Memorial Fund.