Chad is passionate about helping clients build tailored solutions that align with their business objectives. With an inquisitive nature and a deep interest in understanding each client’s history and future growth goals, he brings a consultative approach to every engagement. Chad works closely with business owners and executive teams to deliver strategic solutions across both the qualified and non-qualified plan marketplace.
Holding the Certified Plan Fiduciary Advisor (CPFA) designation, Chad combines technical expertise with a broad understanding of fiduciary responsibilities, plan design, and compliance. His commitment to continuous learning and client success makes him a trusted partner in navigating complex retirement and benefit planning landscapes.
Chad graduated from Dordt University with a degree in Business. He lives in Brookfield, WI with his wife Karaline and their two children, Henry and Wilhelmina.
PPG 8593401.1 (11/25)(11/29)