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.

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.

Raymond James is not affiliated with any of the organizations listed above.