Client Advisory

Biography

Chad is a Senior Associate in the Louisville office. He is a member of the individual tax team, providing tax compliance and planning services to the clients.

Prior to joining Cerity Partners, Chad was a Senior Accountant for a public accounting firm in Las Vegas, NV, where he was a member of a tax preparation and audit/assurance service team for 18 years.

Education

  • M.S. in Accountancy from the University of North Carolina at Wilmington
  • B.S. in Finance from the University of North Carolina at Wilmington

Highlights

  • Certified Public Accountant

Connect with Chad

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.