Chad is a Fiduciary, Retirement Plan Consultant, Registered Representative, and instrumental part of the New Aspect Financial Services team.

Chad manages the relationship of the firm’s retirement plan clients and assists plan sponsors and fiduciaries to provide successful employee benefit outcomes. He prides himself in providing top service by understanding each client’s unique goals and designing a customized service experience. Chad is also well versed in portfolio construction by helping families forge forward to realize their dreams in life. He holds a Bachelor of Science degree from Sonoma State University in Business Administration, with a concentrated focus in Financial Management. He also holds the Certified Fiduciary Plan Advisor (CPFA) designation & the Financial Paraplanner Qualified Professional™ (FPQP) certification from the College for Financial Planning as well as FINRA Series 7 & 66 registrations.

Chad is a Marin County native and continues to reside in Bel Marin Keys, where he serves on the Board of Directors. Outside of work, Chad spends his time on the waters of the San Francisco Bay and Lake Tahoe enjoying the California sunshine.