Chad serves as the primary relationship manager and is responsible for the management of client portfolios. He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances while integrating with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He has been providing wealth management for high-net-worth families and small business owners for over ten years. Chad is a member of the Stoker Ostler Investment Committee, which is responsible for setting investme