Chad has been involved in all aspects of financial planning and portfolio management since first becoming licensed back in 1999. Over the last 18 years, he has worked for some of the largest independent advisory firms as well as the global investment companies of Morgan Stanley and UBS. After helping The Pacific Wealth Group become one of the largest Wealth Advisor teams in Oregon as Business Manager and Senior Trader, he went on to take over Strategic Financial Management, Inc. His goal of providing local Southern Oregon investors with institutional level services will now be greatly enhanced as he teams up with SkyOak.
Chad has been married to his wife Tiffany for 23 years and has five home schooled children. He enjoys spending time with family, hiking, and exploring the Oregon coast. He is involved with local co-op groups teaching kids the basics of money, and also has a passion for the Bible, assisting both adults and children understand its history and teachings.