Investment Adviser Representative
Chad has been designing employee benefit plans for many successful businesses since 1988. His focus since 2004 has been on ERISA qualified retirement plans. He earned his Bachelor of Science degree in Finance from the Indiana University Kelley School of Business. Chad is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College. He is a past president of the Fort Wayne Chapter of the Society of Financial Service Professionals.
Chad serves on the board of directors for: Blue Jacket, Inc., BCS Foundation, Fort Wayne Country Club and is a Director of the Western Golf Association.
Chad lives in Fort Wayne with his wife, Renee, where together they raised their three children. He enjoys staying active with family and friends, traveling, golf, bicycling, reading the Bible as well as history and biographies.