Chad began his career with Financial Dimensions Group in 2000 and has helped clients build and preserve wealth at every stage of their lives. Graduating with a degree in business and finance from Bethel College in 1999. Chad currently holds his Series 7, Series 63, Series 66 as well as his Life and Health licenses. Financial Dimensions Group has been helping clients navigate important financial decisions for over 25 years.
Currently Chad co-manages over 100 million dollars in client assets and has helped numerous clients to address their financial goals and aspirations by working closely with each client to create their in-depth financial analysis and the steps to pursue those goals. He believes that clients are the most important part of the firm and personalized service is essential when maintaining the client / advisor relationship. Chad utilizes state of the art financial tools to provide portfolio and retirement analysis for his clients.
Chad grew up in the beautiful St. Croix River Valley of Minnesota. When not managing client assets, Chad spends his free time enjoying the great outdoors and working on his farm in Scandia with his wife Kara and their three children.