Our mission is to guide you and your family toward your financial goals by providing custom planning, innovative wealth strategies and personalized service based on integrity. Chad is a prominent CERTIFIED FINANCIAL PLANNER ™ and has Certificates in Family Business and Wealth Advising from the Family Firm Institute, which provides him with more expertise to assist business owners. Watch him every week on Fox44 and NBC33 during "Money Talks" where he gives you practical advice to help make your money work for you. Securities offered through the Cetera Advisor Networks LLC, Member FINRA/SIPC. (www.finra.org and www.spic.org) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.
