Bio
Chad’s passion for helping everyone from young people just beginning to plan for their future to experienced investors ready to preserve their assets is what made HBW a great place to call home. As an Investment Adviser Representative with HBW, he enjoys teaching clients about all areas of personal finance ranging from how to write a budget, to planning for retirement using his PII approach; Plan, Insure, Invest.
One of his top priorities is to not only provide options that are suitable to each client and their comfort level, but to also ensure the client understands the investment. This all helps to align with the client’s life goals and is an important basis as a fiduciary. Chad has also spread knowledge outside of work by coordinating Financial Peace University, speaking to young people from his college’s Business Club, and having inspirational conversations about money with those who need it most.
Education
Beyond years of management experience across varying fields, Chad has earned numerous degrees in Business Administration, Natural Science with a focus on Mathematics, Behavioral Science and Economics. Aside from traditional higher education in his field, Chad has studied Mathematics in other fields, Engineering, Physics, Automotive Repair, Fire Science and Accounting and Business Law.
Getting to Know Chad
Chad enjoys spending time with his wife Kristy and dog Chewbacca, walks around the neighborhood, BBQ-ing for friends, and spending Christmas’ in Idaho with his family. And there’s always the guilty pleasure of take-out and watching movies at home. Math is a hobby/passion of his, as he’ll sometimes just take a break to play with numbers. This is a broad change from his childhood, which was occupied with many extreme sports like skateboarding, wakeboarding, and his high school snowboard race team.
Hobbies and Interests: Cooking (or just eating) new foods with his wife.
Bucket List: See all 50 states, start a scholarship fund for Business and Finance students in need.
Favorite Food: Tri-tip is his favorite standby.
Favorite Book: The Total Money Makeover
Place I'd Like to Visit: Italy, France, Ireland, Germany and Japan (and Hawaii several more times).
Favorite Movie: “Step Brothers” and most everything from Will Ferrell.
Hidden Talent: His Wife claims it’s BBQ Professional.
