Chad joined Creative Financial Group as a Financial Analyst in September 2024. Prior to this role, he gained valuable experience as a Financial Planning Assistant at Ameriprise Financial for two years. Chad holds both the Securities Industry Essentials (SIE) and Series 66 licenses and is in the process of obtaining his Series 7.
A 2022 graduate of the University of Georgia with a Bachelor of Science in Financial Planning, Chad now resides in Midtown, Atlanta, with his fiancée. Outside of work, he enjoys traveling, exploring new restaurants in Atlanta, and spending quality time with family and friends.
