Chad graduated from the University of Rochester and served as an officer and Naval Aviator in the U.S. Navy on active duty for 10 years. He remained on reserve duty for an additional 10 years and retired as a Commander while he began his career in financial services. Chad brings over 25 years of experience to his wealth management practice; his expertise centers on financial, investment, retirement, education, insurance and estate planning for his clients. He also provides guidance on business succession, corporate retirement plans, executive benefits and acts as a liaison with the clients’ legal and tax advisors. He holds Series 6, 7, 63, 65, 9/10 licenses as well as life and health insurance licenses. In his free time, Chad enjoys being a grandfather, being outdoors, traveling and cooking. Chad served on several nonprofit boards, most recently with Boots2Roots, and currently volunteers for the Community Outreach Services in Kennebunk, Maine.