Chad is an experienced financial advisor with extensive knowledge providing wealth management solutions and financial planning for families and businesses. Chad has over 25 years of experience within the financial industry and leverages his experience and Sound Planning Groups R.E.T.I.R.E. process to provide a superior client experience.  Chad is originally from Phoenix, Arizona and an alumni of Arizona State University.  Chad is passionate about travel, the outdoors, spending time with his son Quinn and friends. Chad has lived in the Pacific Northwest for the past 20 years and enjoys the local culture and natural beauty of the region.