Chad serves as the Head of Advisory and as a Senior Client Advisor. As the Head of our Advisory Team, he is responsible for leading the firms advisory and client service teams. In his role as Senior Client Advisor, Chad is dedicated to giving his clients the guidance and clarity they need to help them accomplish their goals. He is a partner in the firm and a member of our Executive, Management, and Marketing Committees.
A CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner, an Accredited Investment Fiduciary (AIF), and member of the National Association of Personal Financial Advisors (NAPFA), Chad’s expertise and opinions have been sought by several publications including the Wall Street Journal, MarketWatch.com, Financial Planning Magazine and the Baltimore Business Journal. He has been recognized as a Top Advisor for Dentists by Dental Magazine and as a Five Star Wealth manager by Baltimore Magazine. He holds a Bachelor of Science Degree in Business Administration from Towson University.
Chad has over 20 years of experience in the financial services industry. Prior to joining WMS, he was a Principal and COO for FAI Wealth Management in Columbia, MD. Chad was part of the executive and investment committees at FAI overseeing many of the firm’s key operations. In addition to his management role, he served as a senior advisor to over 100 high-net-worth families. Prior to that, Chad was a Principal and V.P. at Geier Asset Management; a family office specializing in working with professional athletes and other high net worth families.
I love the interaction with my peers on a daily basis. I’ve been most successful in my career when I’ve had talented teammates surrounding me and helping me do my job better. I’m proud to say at WMS Partners I never consider myself the smartest guy in the room and that is testament to the group of professionals we have throughout the organization.
I’m doing my best job for clients when I can anticipate their concerns and provide them with realistic solutions. I came to WMS Partners for the freedom to build solutions for clients that were free of conflicts and customized to meet their individual needs.
I look back and take a lot of pride in the fact that I was entrusted to be a partner at my first firm at the age of 25. Starting a new RIA and having ownership responsibility at such a young age gave me a good perspective on the hard work and personal responsibility required to be successful in our industry.
I love to spend time with my family and coaching my boys in soccer. I’ve been fortunate to have absorbed the wisdom of so many wonderful client families over the years and have taken to heart the advice to stay involved with my boys and make being a good father and husband my top priority.
The Boys in the Boat. Recommended to me by my colleague Bob Killebrew, I found the hairs on my arms standing up when reading the passages about the Washington crew team racing towards their Olympic Gold. The book was a testament to perseverance, hard work and the importance of teamwork.
We take pride in sharing the same values as our clientsCustom investment portfolios with a strategic outlook