Chad is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals.
Chad has a bachelor’s degree in Finance from the University of Pittsburgh and an MBA from St. Bonaventure University. Chad is a CERTIFIED FINANCIAL PLANNER® professional and has been helping clients plan for their financial future since 2010. He lives in Jamestown, NY with his wife Meghan and their daughter.
Chad works with a team of highly skilled individualsat Community Investment Services to providefinancial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit