FOUNDING PARTNER, WEALTH ADVISOR
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 Strategies, 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 through LPL Financial and Series 66 through 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.
Series 7 and 66CA Insurance Lic. # 0K01299
AL, AZ, CA, CO, CT, DE, FL, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA, WI, WY
– Utah State University– CPWA®
©2022, Outcome Private Wealth All Rights Reserved.
We design financial strategies for individuals and businesses focused on outcomes, we also support other advisors.
3165 E. Millrock Drive
Holladay, Utah 84121
(385) 401-5200 (office)
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