Meet the Team
CLTC, Wealth Strategist
Chad is a Registered Investment Advisor, Stock Broker, Retirement Planning Counselor, Estate Planning Counselor, Executive Benefits Specialist, Business Owner, and Insurance Agent. He graduated from the University of Utah in May 2001, earning double Bachelor of Science Degrees in Finance and Business Management, with a minor in Spanish. After graduation he began his full-time career in Financial Services.
Within a very short time, he mastered the Lifetime Economic Acceleration Process, studied Macro-economic wealth management, became a Stock Broker and Registered Investment Advisor, and earned his Certification in Long-Term Care (CLTC). He worked for two Fortune 500 Financial Services companies and represented dozens of others before being introduced to Paradigm Life in the Fall of 2015 - and joined the team!
Over the past 16 years, aside from building a successful financial services practice of his own, he has mentored nearly 100 other Financial Advisors. He has learned the true economic principles as proven in the Truth Concepts software and training - which he now shares with his clients. He has worked with thousands of individuals and business owners and loves his job! His clients are all over the country. He is currently licensed in 35 States.
Chad is currently researching and writing a book about the financial concepts and strategies employed by Billionaires, Banks, and Corporations to protect and grow their wealth, and to educate the average investor on how they can profit from implementing these same ideas.
Chad is known not only for his accomplishments, but for his happy nature and abundance mentality. He is happily married and has four children. If he isn't working, he is probably out enjoying nature with his family.
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Recent Blog Posts
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