Chad graduated from the University of Rochester and served as an officer and naval Aviator in the U.S. Navy on active duty for 10 years. He remained on reserve duty for an additional 10 years, and retire as a Commander while he began his career in financial services. Chad brings over 24 years of experience to his wealth management practice; his expertise centers on financial, investment, retirement, education, insurance and estate planning for his clients. He also provides guidance on corporate retirement plans, executive benefits and acts as a liaison with his clients' legal and tax advisors.
In his free time, Chad enjoys being a grandfather, being outdoors, traveling and cooking. Chad served on several non profit boards, most recently with Boots2Roots, and currently volunteers for the Travis Mills Foundation.