Chad is the founder of CollaborativeWEALTH® and serves as its President & CEO and Principal OSJ. He holds Series 7 and 24 through LPL Financial and a Series 66 through LPL Financial and CollaborativeWEALTH®, as well as Life and Health insurance licenses. He is also registered with the Securities Exchange Commission (SEC) to provide investment advisory services in multiple states. His expertise includes managing risk within investment management practices, and estate, trust, and retirement income planning.
In 2015, Chad launched CollaborativeWEALTH®’s advisorRETIRE™ program designed to assist retiring financial advisors in closing out their books of practice.
Chad attended Baylor University and received a Bachelor of Business Administration majoring in Finance, Entrepreneurship, and Management.
Career as an Advisor
- 2004 began career with American Express Financial Advisors (Ameriprise Financial)
- 2006 founded CollaborativeWEALTH® and joined LPL Financial