Chad founded CollaborativeWEALTH® in 2006 and currently serves as its President & CEO, managing over a half-billion in client assets. He leads multiple collaborative advisory teams in many cities in Florida, employing 25 people to deliver a high level of service to our clients. Chad is registered with the Securities Exchange Commission (SEC) to provide investment advisory and planning services. His experience lies in retirement, estate, and trust planning for clients. In 2015, Chad launched CollaborativeWEALTH®’s advisorRETIRE™ program designed to assist retiring financial advisors in closing out their books of practice. Chad grew up in Indianapolis, IN where his entire family still resides.