Chad has been providing financial guidance for over 5 years. His unique integration of planning, protecting and transitioning wealth has allowed him to serve individuals and small businesses at Edward Jones. In joining our team, he wants to continue to provide this unique approach and expand our partnership to providing service to clients on the Northshore. The inspiration for transitioning to an independent capacity was to be able to provide unbiased and tailored advice to plan, protect and transition client wealth through all stages of life. After losing his father and placing his grandparents in assisted living, Chad expanded his knowledge beyond his Series 7, Series 66 and life, disability and long term care license to contain a deeper understanding of the most recent strategies for protecting and retaining wealth in transition.
As a graduate of Ponchatoula High School, Chad enlisted in the Navy during Desert Storm as a Nuclear Power Electrician. In addition, Chad spent six years in the Army National Guard while self-sustaining his education at Southeastern Louisiana University. With a passion for mathematics and serving, Chad began his studies at Southeastern in Accounting later transitioning Mathematics Education where he earned the Teachers Scholars Scholarship for education. From being an educator and administrator for twenty years, participating high school redesign and the timeless pursuit of life long knowledge, his ability to adapt to industry changes has allowed him to evolve and provide an established unique client process which holistically tailored to each clients individualized goal.
As a lifelong resident of Tangipahoa Parish, Chad has served his community by being an active volunteer coach of youth sports, the WDS scholarship program, president of Ponchatoula High School Football Boosters and the Enrich Tanzania Education out reach for Children in Africa. Chad and his wife Christy of 22 years have been parishioner's of Holy Ghost Catholic Church for sixteen years. They have two children, Cohen and Charley. As part of his mission, Chad routinely gives motivational speeches and shares his life story of overcoming obstacles to persevere and giving back to others. His passion for music, football and giving back to his community is shared by his family, and they look forward to sharing this experience with you.