Chad serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Chad brings to his clients more than 12 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Wealth Manager. Chad has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Chad earned a Bachelor of Science degree in Finance & Marketing from the University of Wisconsin – Eau Claire where he also was a member of the Men’s Tennis Team. Chad subsequently earned his MBA at Marquette University. He also holds the CERTIFIED FINANCIAL PLANNER TM certification.
Chad lives a very active lifestyle and is a two-time Ironman Triathlon finisher. He and his wife Mandy have two children – Trey and Isla. In his spare time, Chad enjoys playing tennis, visiting their family cabin in Door County, and spending time with his family.