Chad serves as a Senior Financial Advisor. In his role he is dedicated to providing clients with the guidance and clarity they need to accomplish their goals. Chad is a principal and shareholder in the firm and a member of our Board of Directors and Marketing Committees. A CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and member of the National Association of Personal Financial Advisors (NAPFA), Chad’s expertise and opinions have been sought by several publications including the Wall Street Journal, MarketWatch.com, Investor’s Business Daily, Financial Planning Magazine and the Baltimore Business Journal. He has been recognized as a Top Advisor for Dentists by Dental Magazine and as a