ROLE
Wealth Management Advisor and Founding Partner of MST.
AREA OF FOCUS
Chad and his team are passionate about helping world-class people and businesses to create, implement, and maintain world-class plans and strategies. The clients his team enjoy serving often have big hearts, care a lot about their families, businesses, and futures. These folks value their time, value expert advice, are heavily taxed, have complicated planning landscapes to navigate, and want to get the most “juice for the squeeze” out of their efforts.
WHEN CHAD’S NOT FINANCIAL PLANNING
Chad lives in Newport Beach, CA, and enjoys spending time on the golf course, traveling the world, being active, and trying to entertain his energetic Boston Terrier, Leo. Chad is also a lifelong learner and enjoys such programs as Anthony Robbins events, Landmark Worldwide, Core Mastermind. Chad thoroughly enjoys coaching, mentoring, and speaking to individuals and offices around the country, as well as engaging with coaches and mentors in multiple areas of his own personal life.
AWARDS/SPECIAL ACHIEVEMENTS
Chad obtained his designation as a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter and Accredited Estate Planner. Chad was awarded the Northwestern Mutual Forum Qualifier(5x), recognizing an elite group of the 7,000+ Northwestern Mutual advisors across the country. Chad is also a Million Dollar Round Table Qualifier(8x), Million Dollar Round Table- Court of the Table(2x), and Million Dollar Round Table- Top of the Table(1x), recognizing top financial services professionals, worldwide.
EDUCATION
Bachelor’s in Finance, State University of New York College at Brockport
