Designations and Licenses

Chad is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®.

Experience and Education

Chad advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. He also works with corporate executives on advanced estate planning strategies to help maximize equity compensation while managing risk and tax implications.

Prior to joining Mariner, Chad served as a wealth advisor with Beacon Pointe Advisors. Before that, he was an independent financial advisor. Earlier in his career, he worked at MassMutual as a financial services representative.

Chad has a bachelor’s degree from NC State University.

Personal Interests

Away from the office, Chad enjoys coaching his two boys in whichever sport is in season, spending as much time as possible outdoors between the mountains and the coast and concert date nights with his wife.