Chad has worked in the financial services industry since 2001, holding a variety of leadership and client-facing roles across insurance, retirement, and wealth management. His experience spans large-scale advisor development, strategic sales enablement, and direct client engagement—giving him a unique lens on what it takes to serve clients well and grow a business with purpose.

In his current role, Chad takes a consultative and educational approach to help clients find fresh ideas and strategies to achieve their financial goals. He’s known for his collaborative style and ability to simplify complex decisions, always with a focus on building long-term trust.

Chad lives in West Des Moines, Iowa, with his wife and two children. Outside of work, you’ll often find him on the golf course or staying active with his family. He’s also active in his community and enjoys coaching youth sports.