Chad serves as the primary relationship manager and is responsible for the management of client portfolios. He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances while integrating with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He has been providing wealth management for high-net-worth families and small business owners for over ten years. Chad is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm.
Chad is a Chartered Financial Analyst (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNERTM professional. He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute. Chad also volunteers with the Catholic Community Foundation, as a member of the Finance & Investment committee. He earned his bachelor’s degree in finance and his MBA from the W.P. Carey School of Business at Arizona State University.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.