As a CERTIFIED FINANCIAL PLANNERTM (CFP®), Chad has gained deep experience in his more than 20 years in the financial services industry. He is a skilled relationship manager who takes great satisfaction in helping people reach their goals and gain confidence in their financial future.
Experience: Chad created the financial planning offering for Wealth Management clients of First National Bank in Fort Collins, Colorado, where he managed its growth from an “add on” feature to occupying a central position in the bank’s wealth advisory process. He also pioneered a financial education program for Colorado State University (CSU) Doctor of Veterinary Medicine students, the first of its kind in the nation for veterinary medicine. He is a sought-after speaker for regional, state and national events. Chad earned his bachelor’s degree from East Tennessee State University and master’s degree from CSU. He maintains his CFP® certification through the Certified Financial Planner Board of Standards.
Outside Interests: Chad has been an active volunteer in the community, serving as President/Board Member of the Fort Collins Museum of Discovery and Treasurer/Board Member of the High Plains Foundation. He is also an avid cyclist and enjoys skiing, hiking and camping with his wife and children.
Something You’d Never Guess: Chad is an experienced river guide and has taken parties on guided rafting trips throughout the western United States.