Chad came into the financial services industry with a singular simple goal, provide as much help as possible to each person he had the opportunity to work with. After a decade and a half in the industry that goal hasn’t changed, but the philosophies and approach to providing that help has.
In the landscape of financial planning it can become difficult to see the forest through the trees. Often the daily distractions (trees) don’t allow for the pure enjoyment of life, the beauty of the forest. Chad finds great satisfaction having clients put their trust in him to assist them in visualizing their financial ambitions and then using his expertise to create a path through the trees that will allow the client to see those ambitions become reality.
When it comes to financial planning, Chad feels that clients have two primary issues. First, “where do we start” & second, “who can we trust”. For the first question there is a very simple answer, Chad works closely with his clients to develop short, medium and long-range goals designed to understand what each and every client is looking to achieve. This process is designed to make sure there is a clear form of communication as well as provide an understanding that as goals change over time the clients best interest will be the compass as to which path is chosen moving forward. When it comes to the second issue of “who can we trust” Chad believes in the adage, “Trust is not given, it’s earned”. Chad’s philosophy is that the basis of a sound financial plan is grounded on a foundation of open & continued communication, along with a bedrock of unwavering principles and integrity. If trust is never earned, then any path that Chad creates won’t allow the client to see the trees so that they can appreciate the forest.
Clients often have a variety of thoughts on what they think it will take for them to feel financially independent. The greatest reward for Chad in working with his clientele is having the opportunity to start with an idea of what the future can hold, lay the stones to a path that has uncertainty beyond every bend and reach a point where financial independence is no longer the destination but the seed to grow their next forest. Chad feels such appreciation when he is able to provide options to a client’s path and they provide him with a comment of, “I wish we would have had you to start this journey years ago”.
Chad graduated from Oregon State University with a Bachelor of Science in Business Administration in 1999. Chad obtained his Certified Financial Planner™ certification in 2015 along with his Chartered Financial Consultant (ChFC®) designation in 2015.
Chad lives with his wife Valerie and their son Grant in Tigard and they try to take any opportunity to get out and enjoy a ballgame.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matter with the appropriate professional.