Chad A. Roland, CRPS®, AIF®

Chad Roland

Vice President, RDH
Investment Consultant, RJFS
Chartered Retirement Plan Specialist
Accredited Investment Fiduciary

A Chartered Retirement Plans Specialist, Chad has extensive experience in advising plan sponsors and employees about defined-contribution plans. While the subject matter can often be detailed and complex, Chad makes it a point not to talk over people's heads – and his clients appreciate this plainspoken, yet sophisticated guidance.

Chad's extensive experience in the financial services industry includes 11 years spent at D.A. Davidson & Company. In 2006, he was named to On Wall Street magazine's list of top 40 financial advisors under 40.*

Chad earned a bachelor's degree in finance from Brigham Young University and an MBA from Gonzaga University.

Chad lives in his hometown of Spokane with his wife, KariAnn, and children, Abbie, Reese, Alec, Luke and Clair. He is a member of the Church of Jesus Christ of Latter Day Saints. In his free time, he enjoys waterskiing and basketball. Chad spent two years living in Europe and speaks fluent French.

*On Wall Street's "Top 40 Advisors under 40" were determined by their assets under management, services offered, revenue generated and compliance records among other factors. Past performance is not indicative of future results. Individual experiences may vary.