Monthly Market Update

Chad brings a rare balance of relational intelligence and analytical rigor to his work. He is known for his ability to navigate diverse perspectives and connect thoughtfully with individuals across industries and communities—earning trust through presence, clarity, and sound judgment rather than performance. Grounded in a highly data-driven, methodical approach, Chad advises clients with precision and intention, particularly when decisions carry long-term financial and personal impact. His advanced academic training, combined with professional experience in philanthropic investing and community development, informs a disciplined advisory style focused on education, risk awareness, and well-executed outcomes.