Chad is a Financial Advisor and a member of the Tillotson-Chamberland Group. Chad holds his Life, Accident and Health insurance license with Hefren Tillotson, Inc.
He believes in building a strong relationship with his clients to help them achieve and maintain their investment, retirement, estate and tax planning goals and objectives. The MASTERPLAN approach and HT’s in-depth financial planning process help Chad evaluate his client’s needs prior to making recommendations.
Prior to joining Hefren-Tillotson, Chad spent 17 years in the banking industry spending the majority of his time as a Private Banker in Pittsburgh. This experience taught him the importance of building long lasting relationships with his clients in order to best meet their goals and objectives. Chad earned his B.A. degree in Economics and Business from the University of Pittsburgh.
He resides in Hampton Township with his wife and son. In his spare time he enjoys spending time with family and friends, fishing with his son, and volunteering at church.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.