
About
Chad's passion for improving the lives and futures of others serves him well as a financial advisor. By thoroughly discussing and evaluating appropriate tax and investment strategies, he empowers his clients to prepare for the future. Chad believes that committing to a well-developed and ongoing financial plan enables clients to fully pursue and enjoy the present, connecting their assets to what they value today, tomorrow and into the future. After graduating from Michigan State University with his BA in Finance, Chad spent time with a mutual fund company, at the Chicago Board of Trade and then as an associate with a fee-based financial planning firm. In 2008, he transitioned into his career as a financial advisor, believing that his depth of understanding of financial markets and planning would help clients achieve the financial future they desire. Chad joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. Outside of work, Chad spends his time with his wife and two sons, supporting his children's many extracurricular interests, and traveling with his family as much as possible.
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