Chad joined Raymond James in 2010. He has considerable industry knowledge with an emphasis on investment analysis, preparation of client reviews and execution of investment strategies.
Chad was previously with A.G. Edwards for two years where he served as a financial advisor. Outside of the financial industry, Chad has been involved in Youth Soccer program, the Lions Club and the Boys & Girls Club.
He is a graduate of Ball State University and currently holds his Series 7 and 66 licenses. Chad lives in Richmond with his wife, Krista, and their two sons.