Chad is an Investment Advisor Representative with Lincoln Financial Advisors Corp. offering fee-based financial planning and employer-sponsored retirement plan services. He earned the CRPC®, Chartered Retirement Planning CounselorSM designation because he was inspired by someone who was successful and professional in their career and aspired to achieve the same level for his clients and family.
Chad enjoys providing the accountability it takes to help clients make informed decisions regarding adjustments that may, or may not, need to be made over time and positioning them for a reasonable probability of success relative to their goals. Through his experience of over twelve years in practice, he has found that offering strategic and independent advice promotes a comfortable team environment with his clients.
During his time as a professional and college baseball player Chad visited 32 states, but unfortunately did not hit a home run in each. Being born in Boulder and raised in Littleton contributed to his never finding a place he loved to live more than Denver, CO during his travels. Currently, he enjoys being with his family of four, especially while skiing, traveling and volunteer coaching. Chad tries his best to play tennis like Roger Federer and, at times, will get a first serve in bounds. Known for being funny, loyal and charismatic, when he retires, Chad and his wife hope to run an animal sanctuary.
Listed in 2014, 2015, 2016, 2017, 2018, 2019 as a Five Star Wealth Manager in the Denver business Journal and 5280 Magazine.* A Special District Leadership Fellow in 2013, 2014 and on the 2014 and 2015 Selection Committee for the Daniels Scholarship fund.
*The Five Star Wealth Manager award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or the award. Working with a Five Star Manager is no guarantee of investment success. For more information go to http://bit/ly/2dVQQFc.