For Chad, there is no better feeling than providing solutions for people when they have a problem. He chose to pursue financial advising because he wanted a career where he could help clients with a part of their lives that too often gets overlooked. He focuses on helping individuals prepare for major events, whether it be marriage, children, career changes or retirement. For businesses, Chad advises owners getting started, are expanding, or are preparing for retirement, as well.
A degree in business administration from Westminster College gave Chad comprehensive preparation and education toward his current path. In addition, he holds his Life, Accident, and Health Insurance Agent license, as well as his Series 7 and Series 66 registrations.
A resident of Kansas City, Chad is active in his community. He is a member of the Big Impact Group for Big Brothers Big Sisters-Kansas City, an organization that carefully matches children with caring adult mentors.
Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Renaissance Financial Corporation is independently owned and operated. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Wealth Services LLC, or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera. CA Insurance License #4101441. 7500 College Boulevard, Suite 800, Overland Park, KS 66210 | Main: (913) 344-7700.