Chad is a seasoned financial professional with over 24 years of experience specializing in defined-contribution plans. As an Accredited Investment Fiduciary and Chartered Retirement Plans Specialist, he has a deep expertise in guiding plan sponsors and employees through complex fiduciary responsibilities. Chad holds a bachelor's degree in finance from Brigham Young University and an MBA from Gonzaga University.

Residing in his hometown of Spokane with his wife, KariAnn, and their five children—Abbie, Reese, Alec, Luke, and Claire—Chad enjoys a range of activities in his free time. During the summer, you’ll find him behind the boat, while winter brings him to the slopes. Chad's global perspective is enriched by his two years living in Europe, where he became fluent in French.