Chad joined Capital Financial Planners in 2013. He is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of wealth management and banking experience. He became an owner of the firm in 2016.
Prior to joining Capital Financial Planners, Chad, who also holds a Certified Trust & Financial Advisor (CTFA) designation from the American Bankers Association, was a Vice President and Trust Officer at a regional trust company located in the Pacific Northwest, at which he served on both the Administrative Committee and the Investment Committee. With this experience he brings a unique perspective and valuable experience to Capital Financial Planners in matters of fiduciary investments, trust & estate administration, and multi-generational planning.
Chad has his B.A. from George Fox University and received his trust & wealth advisory training from the Cannon Financial Institute. In addition to serving multiple terms as President of the Rotary eClub of the Willamette Valley, he is also the current President of the Rotary E-Club of Southern Scotland. Chad has also served on the Board of the Willamette Valley Estate Planning Council, the Board of Directors for Willamette Vital Health, and is a member of the Estate Planning Council of Portland. He has also served on the Oregon Banker’s Association Trust Committee.
As a third generation Oregonian, Chad is rooted to his community and is committed to making it better. Beyond the office, he spends his time traveling, reading on a wide variety of subjects, weightlifting, cooking, and on outdoor recreation.
In September 2021, Chad was diagnosed with aggressive prostate cancer, and as such advocates passionately with his clients for precious time being well spent, proper planning & expert asset management, and living optimally.