Chad is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Before joining the financial services industry, Chad pursued a degree in electronics engineering and spent several years working for Lockheed Martin Clearwater. Wanting to focus more on helping individuals, Chad switched industries and joined New York Life. He focused on working with clients and their families to create strategies for their retirement futures before eventually opening his own firm. Chad has over 20 years of experience offering a variety of insurance products and services. He has been registered as an Investment Adviser Representative since 2018 and is able to provide a variety of investment products. Chad is dedicated to helping clients develop financial strategies that fit their unique situations. He graduated from the University of North Florida.

A Florida native, Chad grew up in Jacksonville before moving to Tampa. Outside of the office, he enjoys spending time with his twin sons, Devin and Chase, boating, fishing, wakeboarding, scuba diving and spearfishing.