By using his decade of experience and the education he earned with his CFP license, Chad works with clients as a Primary Advisor.
This role allows Chad to identify his clients’ needs and help them to reach their financial goals. He is an active member of NAPFA, the Financial Planning Association and FPA’s NexGen. He has been quoted and appeared on WSJ.com, Bloomberg.com, Businessweek.com, Msn.com, Financial Planning Magazine, Triangle Business Journal, and Investment News.
Recently, Chad has taken a particular interest in educating seniors on the perils of financial fraud.
Partnering with the Cary Senior Center and a representative from the NC Attorney General’s office, Chad’s goal has been to spread awareness of ways to fight complicated financial scams aimed at Triangle senior citizens.
Chad grew up in the small western NC town of Hudson. After attending and falling in love with NC State he made his permanent home in Raleigh, NC.
Chad and his wife, Andriena, enjoy living near downtown Raleigh with their 1-year-old daughter Presley, and their dog Match. They are members of Hope Community Church, where Chad serves in several facets including the financial ministry team.
After getting engaged in the NC Mountains and getting married on a NC beach, Chad and his wife have spent more time traveling to new locations.
Normally, this traveling includes several trips a year to visit his wife’s family in Arizona. When he is not attending NC State sporting events, Chad spends time perfecting his softball and golf swings.