Prior to joining Insight Wealth Partners in 2010, Chad spent 12 years running a private wealth advisory practice at Ameriprise Financial Services, Inc. During his time there, Chad maintained an exceptional level of client satisfaction and quality of advice. Chad enjoys working with clients as a lifelong trusted advisor to help them accomplish their goals. Chad has the ability to see through the complexity of his clients financial lives, to discern what is truly important to his clients, and to be innovative and diligent in pursuit of the things that matter the most to them. Chad enlisted in the United States Marine Corps in 1993 and was later an Honor Graduate from USMC Officer Candidate School in Quantico, VA. Chad graduated from Berea College in 1998 with a Bachelor of Arts in Psychology with a dual concentration of finance. He is currently enrolled in a CERTIFIED FINANCIAL PLANNER™ practitioner course, and anticipates completion by 2012. Chad is an active member of the Financial Planning Association and is also a new member of Fellowship Church, and has been an active member of The Heights Baptist Church where he served as a class director, deacon, and finance committee member. In addition, he serves on boards and advisory committees of Bulgarian Child, Inc. and Ridgway Ministries, Inc. Chad has been married to his wonderful wife, Molly, for almost 16 years. They have a son, Monte age 11, a son, Carter, age 9, a daughter, Emma, age 7, a daughter, Erica, age 6, and a son, Daniel, age 4. In his spare time, Chad enjoys traveling with his family, woodworking, snow-skiing, hunting, and fishing. |
