Chad began his career in investment banking in 2000 after graduating magna cum laude from Clemson University with a B.S. in Financial Management. He joined the firm in 2008 and holds the CFP designation, as well as his Series 7, 63, and 65 licenses. Additionally, Chad is a NFLPA Registered Player Financial Advisor. He specializes in serving individuals and small businesses with comprehensive financial planning services including investment management, risk management, retirement planning and college funding.
Chad resides in Charlotte with his wife, Tiffany, and remains active in his hometown of Rock Hill, SC. He continues to serve in his church, Grace Lutheran Church of Rock Hill, where he served as past president of the church council. Chad is also past president of the Charlotte West Rotary Club, and is currently active in the York County Chamber of Commerce, on an Eagle Scout Board of Review, and on the board of his Rotary Club.
Chad enjoys spending time with family and attending Clemson football games.