Chad has been with Strategic Income Group since 2013, and has more than a decade of experience as a financial planner. As a CERTIFIED FINANCIAL PLANNER™ professional he has developed a passion in helping people reach their financial potential and serves as a trusted advocated for his clients. In believing that everyone should have a basic understanding of financial planning and investment management, Chad teaches adult learning classes in multiple subject areas of finance around the valley. Chad is a proud graduate of Arizona State University and has been invited back to be a guest speaker on multiple occasions. He also holds his Accredited Asset Management Specialist (SM) (AAMS®) and is one of the rare people that enjoys investment analysis.
Chad is happily married to his lovely wife Lesly and has two daughters and a son. Away from the business he enjoys playing soccer and tennis, traveling and spending time with his family and friends.