Chad joined Fiducient Advisors in 2003. As a Partner and Senior Consultant Chad counsels wealthy families, nonprofit organizations and financial advisory firms on their investment strategies. He provides investment solutions, in addition to business solutions for helping financial advisors grow their practices. As a Certified Financial Planner (CFP®), Chad is well versed on comprehensive wealth management solutions such as managing estate planning, tax, insurance and lending strategies. Additionally, as a Partner of the firm, Chad has business development responsibilities and participates in firm management, which translates into his work with financial advisory leaders in managing their practice.
Chad has spoken at numerous events on topics including wealth management, investments and industry best practices. Outside of the office, Chad is Board President of Chicago Lights, a nonprofit serving underrepresented youths and their families in Chicago. He is also a Board Member of Minnesota State University Mankato Foundation, a state university his father and grandmother attended. Additionally, Chad is Co-Chair of the Professional Advisory Council of the Chicago Foundation for Women. Chad was honored as a national finalist for the Invest in Others Community Leadership Award for his 10 years of tutoring underprivileged kids in Chicago. Chad enjoys coaching his twins’ baseball team, spending summer weekends at the family lake house and traveling.