Chad has a natural ability to put new clients at ease, especially those who feel overwhelmed and unsure how to work with an advisor. He takes pride in helping clients move from financial anxiety to confidence in their plans and the freedom to focus on what actually brings them joy. That instinct for meeting people where they are shapes how he approaches every client relationship: through meaningful conversations that uncover a family’s goals, priorities, and risk tolerances, and translate into a customized, integrated financial plan.

Recognizing that exceptional wealth creates options, Chad centers conversations on a family’s purpose for what they have built. From philanthropic visions and family legacies to active retirement or all the above, he identifies what matters most to clients, then translates that into a roadmap with benchmarks to track progress. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and earned his MBA from the University of Toledo and a Bachelor of Arts in political science from Wheaton College (IL).

Chad lives in Cleveland, Ohio, where he volunteers as an Animal Care Specialist with the Cleveland Metroparks and serves as a Worship Associate and audiovisual team member at his church. Beyond volunteering, Chad enjoys hiking, CrossFit, pickleball, kayaking, yoga, trivia, and exploring new cities.