Principal & Owner

Chad hand-picked an outstanding team with a driving vision: to provide uniquely personalized financial planning and wealth management services along with a focus on long-term, personal relationships. Since 1997, he has been the family CFO for his clients, helping to guide and empower them through life's constant array of changes.

"We never forget that we work for you, and the only measure of our success is YOUR success," says Chad.

Chad is continually expanding his knowledge by attending high-level education classes and has achieved multiple designations such as the CERTIFIED FINANCIAL PLANNER? certification, Chartered Financial Consultant and Chartered Life Underwriter. Chad builds strong relationships with peer advisors and dedicates time to share ideas, offer support, and provide feedback in a collaborative space.

Chad is sought out for his experience and his ability to educate clients on complex financial concepts while helping them to reach their goals. From appearing on the local news to teaching his retirement planning courses at Central Oregon Community College, Chad enjoys helping others understand the financial world.

Born and raised in the Midwest, Chad is a graduate of Luther College, located in Decorah, IA. He and his wife Cami moved to Bend, OR in 2005 to be closer to family and to take advantage of the many outdoor activities Central Oregon has to offer. He enjoys playing soccer, white water rafting, camping and spending time with his family.