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 a Board Member of Minnesota State University Mankato Foundation, a state university his father and grandmother attended. He has prior been on numerous other philanthropic boards including Chicago Lights, Midtown Educational Foundation and 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 / softball teams, spending summer weekends at the family lake house and traveling with his wife.