Professional

Chad's journey in the financial services industry began in 2002 when he joined with HSBC in NYC. With a natural affinity for entrepreneurship, Chad made the move to join with Northwestern Mutual in 2008 and soon seamlessly transitioned into dual roles as a Financial Advisor and Growth and Development Director. In these capacities, Chad excels at multi-tasking, effectively managing client financial plans while simultaneously leading the recruitment and development of a productive team of full-time financial advisors. 

As a Growth and Development Director, Chad is instrumental in coaching, team building, and fostering a strong company culture. His extensive experience has equipped him with the skills to guide his team toward achieving their unique goals. 

Chad's approach to financial planning is client-centered, focusing on understanding the client's vision for their future. By visualizing their desired lifestyle, family dynamics, and living arrangements, and combining this vision with a thorough analysis of their financial assets and liabilities, Chad and his team craft tailored financial solutions to help his clients realize their life's aspirations. 

Eagle Award Photo

Eagle Award, 2022

Presented to the top performing team within the Albany Network Office. Chad and the team became the third practice to ever write more than 200 Lives in the history of the Albany Office while having 4 consecutive Best Years Ever within his 16 year practice, starting in 2020.

Gladiator Award 2023

Gladiator Award, 2023

Presented to an advisor dedicated to achieving success while overcoming adversity inside and outside of the office. Chad and his wife, Naomi, accepted this newly recognized award for 2023 with deep gratitude.

Personal

What does Chad enjoy outside of work?

While his family is his top priority, Chad's passions include collecting sports cards & memorabilia and golfing. Additionally, he is an avid outdoorsman, relishing activities like hunting, fishing, hiking, camping and boating at his family's lake house. His diverse hobbies reflect his dynamic skills in the office. 

These interests drive Chad to secure his financial future, allowing him to pursue what he loves. This dedication extends to his clients, as he aims to help each one achieve their financial goals. 

Whether you're looking for a personalized financial plan to reach your ideal future or considering joining Chad's team at Northwestern Mutual, you've found a dedicated professional committed to your success. 

Chad Personal Photo

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline