Partner / Wealth Manager
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Chad has helped clients build and preserve their wealth since 2004. Chad holds a B.A. of Finance degree with an emphasis in accounting and entrepreneurial finance from the University of Colorado, Boulder. Prior to joining the team at A&I Financial Services, Chad began his career in personal banking/financial planning at Wells Fargo Bank, where he was promoted into the business banking division. In 2006, he began building his own financial planning practice at AXA Advisors, focusing primarily in the insurance arena.
Four years later, he joined the team at A&I Financial Services to expand the scope of services he could provide his clients. He now helps a small number of successful families and individuals turn a lifetime of hard work into a lifestyle they can be comfortable with and proud of. Chad is a multiyear recipient of the “5 Star Wealth Management Award” and has been featured in both 5280 Magazine as well as the Wall Street Journal. Chad holds FINRA Series 7 and 66, as well as Life, Accident, and Health licenses.
When not working, Chad loves spending time with his wife, Melissa, and three sons, Max, Carter and Charlie. He also enjoys the Colorado outdoors doing such things as golf, fly fishing, biking, and coaching youth sports. He enjoys cooking and may even share a few of his favorite recipes with you.
Chad explains how he's been so successful at helping his clients achieve their long-term financial goals:
Securities and advisory services provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Financial Services LLC, registered investment advisor.