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#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Born and raised in Illinois, Chad attended Western Illinois University where he graduated Cum Laude with a Bachelor of Science degree in 1997. He then went on to study at DePaul University and earned his CERTIFIED FINANCIAL PLANNER PROFESIONAL™ designation.
For 20+ years, he has served as an advisor and financial coach to wealthy families, retirees & professionals. Chad has been featured as a key-note speaker at dozens of respected industry conferences and teaches regularly throughout the country, where he guides financial professionals on innovative strategies and processes. As a lifelong learner of all things financial planning, Chad regularly participates in webinars, attends conferences and reads.
Hard work was instilled growing up helping his dad and grandfather on their multigenerational family farm. His first foray into entrepreneurship was at age 9 when he delivered two newspaper routes, before & after school for several years. His Christian beliefs and midwestern upbringing are the cornerstones to his core values and work ethic.
Chad and his team specializes in advising wealthy clients and their families with regard to their entire financial picture. He and the team leverage the deep resources of UBS while developing a comprehensive understanding of the client's needs and objectives. His diverse team focuses on their shared mission to help wealthy investors by working within a “family office” approach that includes collaboration with your CPA, attorney, and other consultants in the process to create a cohesive team focused on YOUR SUCCESS. You benefit from utilizing the resources of a global wealth management firm while enjoying a boutique relationship tailored to you!
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Born and raised in Illinois, Chad attended Western Illinois University where he graduated Cum Laude with a Bachelor of Science degree in 1997. He then went on to study at DePaul University and earned his CERTIFIED FINANCIAL PLANNER PROFESIONAL™ designation.
For 20+ years, he has served as an advisor and financial coach to wealthy families, retirees & professionals. Chad has been featured as a key-note speaker at dozens of respected industry conferences and teaches regularly throughout the country, where he guides financial professionals on innovative strategies and processes. As a lifelong learner of all things financial planning, Chad regularly participates in webinars, attends conferences and reads.
Hard work was instilled growing up helping his dad and grandfather on their multigenerational family farm. His first foray into entrepreneurship was at age 9 when he delivered two newspaper routes, before & after school for several years. His Christian beliefs and midwestern upbringing are the cornerstones to his core values and work ethic.
Chad and his team specializes in advising wealthy clients and their families with regard to their entire financial picture. He and the team leverage the deep resources of UBS while developing a comprehensive understanding of the client's needs and objectives. His diverse team focuses on their shared mission to help wealthy investors by working within a “family office” approach that includes collaboration with your CPA, attorney, and other consultants in the process to create a cohesive team focused on YOUR SUCCESS. You benefit from utilizing the resources of a global wealth management firm while enjoying a boutique relationship tailored to you!
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
