Chad is a results-driven financial advisor who prides himself on the relationships he establishes and maintains with his client family. He specializes in the protection, saving, and growth of family wealth through the synergistic use of insurance, retirement, and tax strategies. His clients recognize and appreciate Chad’s attention to detail, follow-through and compassionate commitment to helping them reach their goals.
Personal referrals are a key driver in establishing and growing personal services practices. And it’s no different with Chad. His family, friends and strong local network have significantly impacted the growth of his practice, creating a strong foundation and referral network. In order for Chad to consistently deliver meaningful results for his clients, he holds and maintains the following professional licenses: Series 7; Series 66; Life, Accident, Health; and Long Term Care. Chad is a registered representative and investment advisory representative of Park Avenue Securities.
Prior to his affiliation with First Financial Group Chad was a Financial Advisor with Morgan Stanley in Baltimore. Before that he owned and operated a successful construction company for 12 years.
He attended the University of Maryland and College Park for engineering, and the University of Baltimore as a finance major.
He lives with his wife (April) and sons (Hunter and Brooks) in their home in Baldwin, Maryland. On any given weekend--or other “spare time”--you may catch a glimpse of Chad pursuing one (or more!) of his recreational passions: lacrosse, football, boating and all other water sports.
Areas of Focus:
- Business Planning
- Business Succession
- Retirement Planning
- Wealth Management
- Personal Financial Planning
- Risk Management
- Key Person Planning
- Buy Sell Strategies
- Business and Personal Plan Integration
- Goal Planning
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