3165 E. Millrock Drive, Suite 100
Website: Outcome Private Wealth
Chad switched career paths after hiring a financial planner and learning the benefits of long-term planning. Inspired to help others navigate their own financial road map, he left his sales job in the medical field to pursue finance. His perspective as both a client and an advisor makes him very relatable. Chad specializes in Estate Investment Planning, Retirement Income Planning and Comprehensive Investment Planning.
With a bachelor’s degree in technical sales and business from Weber State University, Chad is also a Certified Personal Wealth Advisor (CPWA®) who holds his Series 7 held by LPL Financial and Series 66 held by Stratos Wealth Partners.
Away from the office Chad enjoys spending time with his wife, Amber, and three children on their small farm. In addition to hiking, camping and skiing, Chad is an adrenaline seeker on the hunt for new opportunities that push his personal limits.