Chad has played an instrumental role in the Hockert-Whiley-Essman team’s success for nearly a decade. His passion is educating clients about the risks they face in retirement by breaking down complex situations into easy-to-understand pieces so they can make the best financial decisions for their retirement. He enjoys helping clients pursue their retirement goals by leveraging his financial background and unique combination of designations. He is also a multi-winner (2017-2023) of the Five Star Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Chad and his wife Maddie enjoy spending their free time traveling, cooking and volunteering within the community.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.