Chad concentrates on working with current and former business owners and their families to manage their wealth (pre and post transaction) in the areas of business succession, cash flow, income tax, estate and gift, investment and retirement. Chad is driven by helping his clients succeed, providing a proven ability to identify, assess and minimize risks with regard to achieving their goals and objectives.
Chad loves the outdoors, especially when it involves the water. If it is summertime and you cannot get ahold of Chad, he is likely out on the water relaxing.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS