Setting the Standard


Many people call themselves “Financial Planners” and use a host of initials after their names however only Certified Financial Planner™ (CFP®) professionals have extensive training and are held to the highest ethical and educational standards. Chad is a CFP® and believes in the fiduciary standard he is held to. Acting as a fiduciary in his investment advisory services, Chad ensures that the client’s interest always comes first. This is the foundation that our practice is built upon.