Chad is a results-driven financial advisor who prides himself on the relationships he establishes and maintains with his client family. He specializes in the protection, saving, and growth of family wealth through the synergistic use of insurance, retirement, and tax planning. His clients recognize and appreciate Chad’s attention to detail, follow-through and compassionate commitment to helping them reach their goals.
Personal referrals are a key driver in establishing and growing personal services practices. And it’s no different with Chad. His family, friends and strong local network have significantly impacted the growth of his practice, creating a strong foundation and referral network. In order for Chad to consistently deliver meaningful results for his clients, he holds and maintains the following professional licenses: Series 7; Series 66; Life, Accident, Health; and Long Term Care. Chad is a registered representative and investment advisory representative of HTK.
Prior to his affiliation with National Financial Legacy Group Chad was a Financial Advisor with Morgan Stanley in Baltimore. Before that he owned and operated a successful construction company for 12 years.
He attended the University of Maryland and College Park for engineering, and the University of Baltimore as a finance major.
He lives with his wife (April) and new son (Hunter) in their new home in Baldwin, Maryland. On any given weekend--or other “spare time”--you may catch a glimpse of Chad pursuing one (or more!) of his recreational passions: lacrosse, football, boating and all other water sports.
*Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC. HTK is a wholly owned subsidiary of Penn Mutual. National Financial Legacy Group and other listed entities are independent of and unaffiliated with HTK.
HTK does not offer tax or legal advice. Always consult with a qualified advisor regarding your individual circumstances.
Our representatives are insurance and securities licensed in the states of MD, DE, FL, MT, NC, NJ, PA, SC and VA, including the District of Columbia. Our representatives are further licensed and registered in CA, NY, OH, WI, RI and TX for securities and IN for insurance only. This is not an offer or solicitation in any state where not properly licensed or registered.