Chad joined Baird in 1999 and focuses on financial planning, including investment management, retirement, insurance and wealth transfer planning. He specializes in assisting retirees and pre-retirees develop strategies to achieve their financial goals. Chad earned a bachelor’s degree with a major in business and a minor in statistics from Winona State University in 1999. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008, recognized in Milwaukee Magazine as a FIVE STAR Wealth Manager since 2012, and by Forbes as a Best In State Wealth Advisor since 2022.
Chad and his wife Rachel live in Pewaukee with their three children, Vayda, Vincent, and Vaughn. Chad volunteers his time coaching youth basketball and baseball in the Waukesha area. He has been a WIAA High School Basketball official since 2000. In his free time, Chad enjoys recreational sports, travel, fitness, and spending time with family.
Most recent Forbes/SHOOK Research Best-In-State Wealth Advisor award issued April 8, 2025. Rankings based on data as of June 30, 2024. Most recent Five Star Professional award was issued on 6/1/25 by Five Star Professional for the time period 9/18/2024 through 2/28/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials.