In his role as an RIA Consultant for Palladium Group, Chad serves independent financial planners, RIAs, family offices, and fee-only advisors. He is passionate about providing financial planning solutions and risk mitigation strategies for affluent and high net-worth clients.
Chad earned his master of business administration from the University of Houston with a Certificate in Investment Management while majoring in finance. Prior to obtaining his MBA, Chad graduated from West Virginia University with a bachelor of science in business administration. Chad brings over 20 years’ experience in the financial services and insurance industry.
Prior to joining Palladium Group, Chad was director of investment product sales for TIAA’s RIA Distribution Channel. Prior to TIAA, Chad spent seven years as sales vice president between Zurich Life’s Private Wealth Group and AIG’s Affluent Markets Group, where he was focused on growing their private placement insurance solutions. He holds FINRA Series 6 and 63 licenses.
Chad resides in Houston, Texas, with his wife, Hannah, and their son, Noah. When not juggling his son’s school and soccer schedules, he enjoys traveling to new destinations and planning his family’s next great adventure.