Chad began his financial services career in 1996 with a focus on income tax preparation and tax planning, working primarily with family owned businesses. Chad later joined Lincoln Financial Advisors/Sagemark Consulting which led him to develop a more holistic wealth management experience. While at Lincoln Financial Advisors/Sagemark Consulting he met Brian Redders and Michael Sluhan where they became business colleagues, long-time friends and now business partners with a combined vision. Chad is the founder of Panoptic Wealth Advocates, and he joined forces with the Genex Consulting team in 2018.
Chad gets his energy serving in the primary role of helping clients to define and achieve their vision of true wealth. He works diligently as an advocate to create that definition of wealth for the families that he serves staying committed to turn their vision into reality.
Chad is happy to have called St. Louis home his entire life. He is the proud parent of three children, Jake, Sarah, and Joseph. When not at the office or spending time with family you can usually find Chad outdoors fishing, hunting, hiking or in a kayak.
Majored in Finance at Southeast Missouri State University
Series 7,63 & 6; Securities held with Private Client Services.
Life, Accident, and Health Certification