With a career spanning over two decades, Chad has been involved in designing financial models for the ultra-wealthy and understands their approach to money. His observations reveal: So many accumulate significant wealth, yet experience an internal void. This often comes from putting their identity in their Net worth. With an industry that is not investing in their clients, yet fully investing in maintaining control of their client's portfolio, it tends to keep their lives on the emotional roller coaster of chasing rates of return and beating the market! The majority just don’t know all their options.

Nationally recognized as the leading authority and the number one strategist for building true wealth, Chad uses a combinational approach to wealth creation. His mission is not only to help people build external wealth through proven strategies that guarantee profitability but also to cultivate internal wealth. He is dedicated to empowering others to pursue their purpose, unlock their potential, become fully present, and experience real peace both personally and financially.

Chad resides in Fountain Inn, SC with his beautiful bride and two sons.