Chad started in the financial services industry in 2002 and has been building his practice one client at a time ever since.  He works closely with Business Owners, Professionals, Wealth Builders, and Protectors to help them identify, clarify and plan for their unique financial goals and dreams.

It is his combination of a strong head for analytics, a passion to help others, and his ability to see the “big picture” that allows Chad to architect integrated wealth plans for his clients.  Chad has a particular passion for designing unique risk management and insurance strategies that ensure his clients, and their families, are protected when they need it most.

When not working, Chad can be found volunteering as a hockey coach for his 2 sons, on the board for his children’s school, and hacking his way around the golf course.

Back to team.