Chad is an Investment Advisor Representative as well as a Registered Principal with Cetera Advisors LLC.
With more than 20 years experience in the financial planning industry, he leverages his deep knowledge and expertise to help our clients in the areas of investment portfolio management, retirement income planning, estate planning and business retirement plans.
As both a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®, Chad focuses on building meaningful relationships with his clients – getting to know their goals, desires and financial history. Then, he creates a custom roadmap designed to help them reach their ideal financial future.
Chad received his BA degree from Calvin College, his Master’s degree from Western Michigan University as well as a certificate for Financial Planning from Grand Valley State University.
Chad and his wife Jill live in Kalamazoo, Michigan with their three children Jackson, Allyson, and Emma