HELPING YOU LIVE YOUR BEST LIFE

I believe the starting point of any financial conversation should begin with YOU—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be in life.

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Join Our Firm!

Chad is an accomplished Wealth Management Advisor and a valuable member of the Bouchard Financial Group Leadership Team, where he serves as the Growth & Development Director for the Fort Myers Office. With an unwavering commitment to making a positive impact in people's lives, Chad takes an active role in recruiting and nurturing new advisors in the Fort Myers region. As the Growth and Development Director, he is dedicated to building a team of like-minded individuals who share his vision and are poised to achieve great success as advisors.

Chad is not only blessed to be in the career himself but also has the unique opportunity to invite others to do the same.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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