As a CERTIFIED FINANCIAL PLANNER™, Chad works closely with his clients to understand them and their goals to develop and implement a comprehensive financial plan tailored to them. During this process, Chad gets to know his clients very well, and they enjoy working with him. He collects and analyzes their information, specific financial goals, income and expenses, investments, retirement plans, risk tolerance, insurance coverage, and estate matters to put together a holistic plan that meets his clients’ needs. He especially enjoys the one-on-one interaction with his clients and takes great satisfaction in helping them succeed.
Prior to joining ISC, Chad has worked in the financial services industry for over ten years. He has experience working with a wide variety of clients, including young people establishing planning strategies, families saving towards education and retirement goals, and individuals managing risk and expenses during retirement. His technical, analytical, and people skills enable him to provide a financial plan that provides confidence and security for his clients.
In addition to being a CERTIFIED FINANCIAL PLANNER™, he also holds the Chartered Life Underwriter (CLU®) designation and Chartered Financial Consultant (ChFC®) designation. Chad earned his bachelor’s degree in industrial technology from the University of North Dakota.
Married with two children, Chad and his wife, Nicole, enjoy remodeling their home in St. Louis Park. Together they love spending time with the kids on their boat in the summer and other outdoor activities that make Minnesota a great place to live.