Chad is a Founding Partner and Wealth Advisor who is passionate about helping individuals, families, and business owners navigate life’s financial complexities with confidence. He believes every client has a unique story — and every financial challenge deserves a thoughtful, personalized solution. Whether developing retirement strategies, preserving wealth, planning for taxes, or preparing a business for the future, Chad enjoys finding practical solutions that help clients achieve the outcomes that matter most.

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Raised in a family with deep roots in farming and excavation, Chad learned the value of hard work, integrity, and perseverance early — principles that still guide his approach to planning and the relationships he builds with clients. He earned his Bachelor’s degree from Weber State University and later the Certified Private Wealth Advisor® (CPWA®) designation, equipping him to provide sophisticated planning strategies for individuals and families with complex financial needs.

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For Chad, the greatest reward is seeing clients succeed. Financial planning is about more than investments — it’s about helping people make confident decisions, overcome challenges, and create the freedom to enjoy the life they’ve worked hard to build. His clients value his commitment to listening first, simplifying complexity, and being a steady partner through every stage of life.

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Outside the office, Chad continues his family’s farming heritage and embraces an active outdoor lifestyle — hunting, fishing, snowmobiling, hiking, and exploring the backcountry. Faith, family, and health are at the center of his life. He enjoys coaching his children in youth sports and believes some of life’s greatest opportunities come from investing in others. Whether serving clients, working the farm, or spending time with family, Chad is passionate about helping people build meaningful lives and lasting legacies.