Working in the financial services industry since 2014, Chad joined the River Birch Wealth Management team in 2016 and is now the Vice President of Financial Planning.
He is a CERTIFIED FINANCIAL PLANNER ™ professional and holds the Series 7 and 66 securities registrations, as well as the VA Life, Health, and Annuities insurance license, with LPL Financial. Chad plays an essential role in client relationships, guiding them through the financial planning process by providing financial education and helping them create a plan to achieve their goals.
He graduated from Hampden-Sydney College in 2014 with a Bachelor’s Degree in Economics and a minor in History. He is currently the president of the Roanoke Valley Alumni Club for Hampden-Sydney College.
Chad enjoys the outdoors. Some of his hobbies include fishing, boating and playing golf. In the Summer, he and his wife, Lauren, like to spend most weekends on the water at Smith Mountain Lake or kayaking local rivers with their two dogs, Piper and Lyla. During the winter months, Chad officiates VHSL wrestling with the Roanoke Valley Wrestling Officials Association.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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