Focus: Insurance Strategies, Investment Strategies
Chad's passion for promoting insight of what is possible to his clients has been the catalyst to his success as a wealth management advisor in the financial industry for the past 12 years. Advocating for his client's financial wealth and security is his mission and he strives to achieve this by demonstrating what is attainable when they commit to a long-term financial strategy.
Chad graduated from Iowa State University in 2004 with a Bachelor's of Science in Finance and Accounting. Currently, he holds his CLU and ChFC designations and is currently working towards obtaining his CFP.
When not working hard advocating for his client's financial wealth and security, he keeps busy with his three sons Cade, Caleb and Carter and amazing wife Tina. Chad enjoys fishing, hunting and attending sporting events. He is also actively involved as a volunteer coach for his son's sports teams as well as participating in Children's Hospital 'SCRUBS' Foundation.
Chad offers total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co.,FSB.
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10250 Regency Circle Regency Center, Suite 250
Omaha, NE 68114