Chad provides financial planning and wealth management guidance to clients – with a strong focus on cash flow planning, estate planning, risk management, retirement income, tax planning, and investments.

Prior to joining Farther, Chad was a Vice President at Goldman Sachs Personal Financial Management, where he advised clients on their complex financial planning, banking, and wealth management needs. Chad began his career in financial services at Morgan Stanley and then served as an Investment Consultant at the flagship Washington, DC office of TD Ameritrade – where he continued to work with clients focused on their investment management and financial planning goals. Chad also spent nearly 4 years as an advisor at Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF) – where he helped higher education employees and their families plan and invest to and through retirement. 

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chad received his BS in Economics from Pennsylvania State University. Chad and his wife, Jennifer, are based in Medifield, MA with their children. He enjoys cooking for his family and exploring new cultures through global travel.

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