Chad joined Fiducient Advisors in 2003. As a Partner and Senior Consultant Chad counsels wealthy families, nonprofit organizations, and financial advisory firms on their investment strategies. He provides investment solutions, in addition to business solutions for helping financial advisors grow their practices. As a Certified Financial Planner (CFP), Chad is well versed on comprehensive wealth management solutions such as managing estate planning, tax, insurance, and lending strategies. Additionally, as a Partner of the firm, Chad has business development responsibilities and participates in firm management, which translates into his work with financial advisory leaders in managing their