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Biography

Chad is a Partner based in the Scottsdale, AZ office, with nearly three decades of experience in the financial services industry. After a premature death of his father he refocused his career to helping individual and families developing and implementing their financial plan and achieve financial success. His experience spans wealth management, tax planning, risk management and distribution planning, empowering clients to achieve true financial clarity and independence.

Prior to merging with Cerity Partners he founded Canopy Wealth Management in Arizona. Driven by his extended families own experience from a financial salesperson he Built the firm with a true fiduciary spirit, Canopy Arizona became a comprehensive financial planning firm, offering strategic financial planning and the concept of One Door, One plan, One planner. This approach embodied the goal to have one trusted place for client to go for all things financial. Along the way building and fostering a team that aligns with these values.

Beyond his professional endeavors Chad has coached several levels of local youth flag football. Originally from Wisconsin he is a cradle to grave packers fan. Enjoys Golf, Hiking, and mastering the art of Barbeque.

Learn more about my practice.

Education

  • B.S. in Business Administration from St. Norbert College
  • Masters in Financial Services from The American College

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • Retirement Income Certified Professional (RICP®)

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Principal & Client Experience Director

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By submitting the form, 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.