Occasionally referred to as “The Tall, Bald Guy,” Chad is a seasoned Investment Advisor Representative with over 17 years of experience, specializing in comprehensive wealth management and retirement income strategies. He also provides life insurance options to help protect families from the unexpected.
Chad is a financial professional offering investment and insurance products. He operates under the highest standards of integrity and transparency and sees clients as individuals, not numbers on spreadsheets.
Chad lives in Jacksonville, Florida, with his wife, Rachael. They have three children — Kennedy, Keegan and Kingston — and three dogs named Dugan, Duncan and Dallas.
In addition to loving alliterative names, Chad is passionate about health and fitness, enjoys golf and is committed to giving back to his community. He also likes to relax with a glass of bourbon when time permits.