Chad serves clients by developing integrated financial plans that focus on five key planning areas, PROTECTION, RETIREMENT, INVESTMENT, ESTATE and CHARITABLE GIVING. Utilizing a thorough process Chad enjoys helping business owners navigate the unique planning needs of their ongoing business with an eye towards succession planning on the horizon. Trusted guidance and comprehensive solutions are cornerstones of his practice.
He is a graduate of the New York Life Advanced Planning Group's Coaching Series, a client-centered planning process with the goal of helping clients crystallize their objectives and design suitable solutions. A key goal is not just to design a plan but to take action towards achieving client goals.
Chad is an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor and a Registered Representative with New York Life Securities LLC. He currently holds a FINRA Series 6, 7, 63, and 65 securities licenses.
Chad earned his Bachelor's (BBA) Degree in Finance from the University of Oklahoma in 1993 and has lived in the valley since 1997.
