Growing up on his family’s California farm, Chad remembers how his parents valued the advice and expertise of their financial advisor. It inspired him to pursue a career in the financial services industry.
Today, he helps individuals, families and businesses with key financial matters such as financial planning, investment management, cash management and retirement planning. He also serves as a director for the Colusa County Farm Bureau.
Chad finds great satisfaction and purpose in helping his clients pursue their financial goals. He listens to each client’s situation and then uses a detailed investment process to customize a plan for each. He keeps each client fully informed about the process and the reasoning behind each investment, so they can understand and feel comfortable with the plan.
Before joining Raymond James in 2012, Chad was a financial advisor with Merrill Lynch for 14 years. He earned a bachelor’s degree in business administration with an option in marketing from California State University, Chico.
Originally from Williams, California, Chad lives in Chico with his wife, Leah, and children, Taylor, Tanner and Dylan. In his free time, he enjoys flying, golfing, skiing and team roping.