Chad has over 20 years’ experience in helping clients as a wealth Consultant. Fluent in Chinese he started his career working with Chinese investors. Over the years Chad has developed a knowledge of a wide range of investment products as well as working with 401(k), 403(b), 457(b) and defined benefit plans.
“The investment world can be complex and confusing. I enjoy working with people and learning about their goals and finding solutions that fit their needs. It is an ongoing process and guiding them through the process is what I do best.”
Chad is married to Lisa for 22 years and have 2 daughters. He loves to be active outside and among his favorites are snowboarding, golf and mountain biking. He is a huge Utah Jazz fan! Chad loves to take advantage of what Utah has to offer by traveling and going on road trips with the family.