About My Practice
Helping successful families make good financial decisions.
Chad is driven by helping his clients succeed. His client relationships go beyond the surface as he strives to know and understand each of them and their specific goals and dreams. Chad is a deliberative person with the unique ability to identify, assess and minimize risks with regard to achieving these goals and dreams. These abilities are the cornerstone of his extensive experience assisting clients.
Chad was an accountant with McGladrey & Pullen from 1993 to 1996; a financial and tax consultant with the Pacesetter Corporation from 1997 through 1998; and returned to McGladrey/RSM McGladrey in 1998.
Under Chad’s leadership, McGladrey’s Des Moines wealth management office has either won or been first runner up in the Des Moines’ Business Record’s Best of Des Moines-Wealth Management Division* for four of the last five years, including 2010, 2011 and 2012. In 2005, Chad was named by the Consumers’ Research Council of America as one of the top financial planners in its Guide to America’s Best Financial Planners**. He is a Certified Financial Planner™ and a Personal Financial Specialist, a specialty designation of the American Institute of Certified Public Accountants. Chad is also an Investment Advisory Representative of McGladrey Wealth Management. He graduated in 1991 from Mount Marty College, Yankton, South Dakota, with a B.A. degree in accounting.
Chad has over 20 years of experience serving individuals and closely held businesses in the tax, assurance, accounting and finance areas. He leads the wealth management practice in our Des Moines office. As the lead advisor of the Wealth Management Group, he helps clients develop plans for cash flow, investment, retirement, income tax, estate and gift.
Registrations, Licenses, Certifications & Affiliations
Life insurance, Health/disability insurance, Fixed annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Considerations: We offer fee only investment advice
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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