Chad has been with Waddell & Reed since 1995 when he graduated from Western Kentucky University with a B.S. in Financial Planning. He has also earned the Accredited Wealth Management Advisor and Chartered Mutual Fund Counselor designations from the College for Financial Planning.
Chad’s mission is to establish a relationship with clients in order to build personal financial plans that address what they care about most and serve as a foundation for working toward financial independence.
Chad has two children and is very active in school, sports and community activities. He is Co-Chair of several charity golf tournaments including the annual Waddell & Reed Charity golf tournament. His family is a member of Long Hollow Baptist Church in Hendersonville and enjoys golf, boating and traveling.