President
Financial Advisor
Chad has been designing custom employee benefit plans and establishing and managing qualified retirement plans for many successful businesses since 1988. He earned his Bachelor of Science Degree in Business and Finance from Indiana University. 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. He currently serves on the Advisory Board for the Northern Indiana Fellowship of Christian Athletes and the Elder Board for Blackhawk Ministries.
Chad lives in Fort Wayne with his wife, Renee, where together they raised their three children. He enjoys staying active with family and friends, golf, hunting, bicycling, and reading biography and history books.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™ in the US.