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;
Property and Casualty (Auto, Home, and Liability) and Long Term Care.
Chad is a registered representative and Investment
of Hornor, Townsend, and Kent, Inc.
Chad also is the owner of Chesapeake Regional Insurance Group, a
separate affiliated Property and Casualty Insurance Company created to help
protect your business, auto, home, and liability needs.
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 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.