Chad is a Wealth Advisor in our Dover office and focuses on retirement and estate planning, tax efficiency, risk management and investment research. Chad has diverse knowledge of the wealth management industry spanning investment real estate, small business ownership, and relationship management for private banking clients.
As a fiduciary Investment Adviser Representative, Chad appreciates the unique financial circumstances clients have and values being a trusted part of clients’ lives. He prides himself on providing top-notch planning and wealth management to Key Advisors Group families.
Chad holds a Bachelor of Science degree in Chemistry from Washington College, and is a Delaware native resident. He enjoys traveling and all things outdoors, especially baseball, hockey and fishing. He and his wife, Jennifer, daughters Peyton and Emma, and their beloved bloodhound Ruby Mae live in Millsboro.