A serial entrepreneur, Chad has owned more than a handful of businesses, as well as rental real estate. This is precisely what makes him a good fit as a financial professional to other business owners.
Working in the small business sector made perfect sense to Chad as he set out to build his client base at Adalant. "I love my job," he says. "It's intellectually challenging, and I get to work with people with whom I have a shared experience," adds Chad. Chad specializes in helping business owners with retirement planning, investment and insurance strategies.
Chad's personal passion is to help families with special needs plan for the future. Having seen friends and family members struggle with this type of planning has opened his eyes to the need for resources and support. "There are very few people in Idaho who focus on special needs planning, and my goal is to continue to develop my knowledge base on this front," he says.
Chad is a fifth generation Idahoan and resides in Emmett with his family. He enjoys sports, the outdoors, playing musical instruments, and making people laugh.