Chad joined HB Wealth in January 2025 after working with WMS Partners. He serves as a Senior Wealth Advisor, Market Leader, and Shareholder. In his role, he provides clients with the guidance and clarity they need to accomplish their goals. He focuses on strategic initiatives throughout the firm and is passionate about driving innovation and continually improving our client experience.
Chad has worked in the wealth management industry since 1997. He spent the first decade of his career as a partner in a family office specializing in working with professional baseball players. From 2006 to 2014, he was a Partner and COO for a Registered Investment Advisor in Columbia, MD.
Chad’s expertise and opinions have been sought by several publications, including the Wall Street Journal, MarketWatch.com, Investor’s Business Daily, Financial Planning Magazine, and the Baltimore Business Journal.
Chad is a former board member of the Ulman Fund, helping to serve young adults fighting cancer. He has stayed active in the local community, coaching soccer and lacrosse in programs throughout Carroll County.
Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and member of the Family Wealth Alliance and Ultra-High Net Worth Institute. He is a proud graduate of the 2015 Charles Schwab Executive Leadership Program.
In his spare time, Chad stays busy raising his children and enjoys staying active in boxing classes, weightlifting, soccer, golfing, and playing racquet sports.