Chad currently serves as the firm’s Chief Compliance Officer.  In this role he oversees the compliance logistics and reporting, ensuring a seamless and protected experience for clients and employees of the firm.  With over 12 years in the industry, Chad’s passion is working with clients to build out a comprehensive financial plan that helps them achieve their financial goals. 

Chad is a CERTIFIED FINANCIAL PLANNER™ professional.  He has obtained a M.S. in Business Administration from Utah State University along with dual B.S. degrees in Finance and Economics from Utah State University. 

When away from the office, Chad can be found fishing, boating and or adventuring with his wife and kids.