As Advisor Associate, Chad provides assistance to our clients and lead advisors in the areas of tax planning, retirement planning, investment planning, estate planning and risk management. In his role, he is responsible for performing research, preparing account documentation, managing meeting notes and action items, and providing back-up support to our client relationship specialists.
Chad graduated from Westminster College (PA), receiving a Bachelor of Science Degree in Accounting in 2018. He is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA).
Chad currently resides in Penn Hills, PA. When he’s not at work, he enjoys playing in beach volleyball tournaments, fishing, working out, movies and reading.