Chad has a diverse background as a financial professional, including 8 years as a vice president and retirement consultant with Lincoln Financial Group, Transamerica, and Allianz. Chad’s expertise includes capital preservation, investment income strategies, and social security analysis.
Prior to his career in the financial services industry, he served nearly a decade as an operations and sales manager in the pharmaceutical and medical industry. Chad and his wife, Charity, are active in the Windermere community in Cumming, GA, with their three boys. Coaching youth athletics and serving at Johns Creek United Methodist church consume much of his spare time but, when afforded the opportunity, Chad often can be found on the lake with a fishing rod in hand.