Des Peres, Missouri
13358 Manchester Road, Suite 200
Des Peres, MO 63131
Chad has been helping clients pursue their goals as a financial advisor since 2005, when he first established an office in the St. Louis area. His goal is to help clients make informed financial decisions, so they can feel confident about the path they’re on for the future.
In 2018, Chad went into private practice through Cornerstone in order to serve as a fiduciary and offer clients more investment options. Being an independent advisor means Chad answers only to his clients, not a large corporation.
“At Cornerstone, every strategy we recommend is based upon what’s most important to you. Once we understand your priorities, we’ll help you build personalized strategies and the specific actions needed to pursue your goals.”
Having grown up with parents who were both in education, Chad brings that intrinsic love of knowledge to his own career. He enjoys taking the complex world of investing and making it more clear for clients, so they understand their options and how their decisions will affect their financial future.
Originally from Indiana, Chad lived in Chicago for four years after graduating from Miami University with a Bachelor of Science degree. He has lived in St. Louis since 2001 and helps serve his community as a member and past president of the Glendale-Kirkwood Kiwanis chapter, and previous board member for the Foundation for Children with Cancer.
Chad holds his Series 7, Series 63 and Series 66 registrations through LPL Financial. Additionally, he holds Life and Health Insurance licensing in multiple states and earned the Accredited Asset Management Specialist designation from the College for Financial Planning in 2008.
A current resident of Webster Groves, Missouri, Chad can often be found traveling, hiking, running, golfing and spending time with his three boys, Andrew, Grady and Brooks.