Chad is a Chartered Retirement Planning CounselorSM , and an Investment Advisor Representative offering comprehensive financial planning and retirement plan services through Lincoln Financial Advisors. Chad provides accountability to help clients make informed decisions regarding adjustments that may, or may not, need to be made over time to ensure clients are positioned for a reasonable probability of success relative to their goals. Through his experience of over ten years in practice, he has found that offering strategic and independent advice promotes a comfortable team environment with his clients. His unique, easy to understand approach to wealth accumulation, wealth preservation and retirement income strategies helps clients toward meeting specific goals and objectives.
During his time as a college and professional baseball player Chad visited 32 states, but he never found a place he loved more than Denver. Born in Boulder and raised in Littleton. He now lives in Greenwood Village with his wife Emily, daughter Emerson, son Bennett and dog Oliver. Chad enjoys being with family, playing in the park with the dog, skiing and tennis. Known for being funny, loyal and charismatic, when he retires, Chad and his wife hope to run an animal sanctuary.
Chad was a Special District Leadership Fellow in 2013, 2014, was on the 2014 and 2015 Selection Committee for the Daniels Scholarship fund, and was listed in 2014 and 2015 as a Five Star Wealth Advisor in the Denver business Journal and 5280 Magazine.