Chad is a seasoned financial advisor with over 30 years of experience, offering customized wealth management strategies to individuals, families and business owners. With a deep commitment to building longterm financial security, Chad’s approach is rooted in integrity, discipline and personalized service.
Raised by a family that wrote the book on “blue collar,” Chad learned the value of hard work and resilience from a young age. He started and ran small businesses throughout high school and college, giving him firsthand insight into the mindset and challenges of entrepreneurs. A graduate of Augsburg College with a degree in business, Chad also wrestled at the collegiate level, where he refined the grit and focus that continue to shape his work with clients today.
His experience spans retirement planning, investment management, wealth preservation and life insurance. Chad prides himself on helping clients navigate financial challenges and plan for the future with clarity and confidence.
Chad joined RBC Wealth Management in 2010, bringing with him a wealth of experience and a focus on providing exceptional client service. He works alongside his son, Tyler, at Longfellow Wealth Group, offering a multigenerational perspective to clients’ financial planning needs.
Outside of the office, Chad is an avid endurance athlete who has completed over 200 marathons and ultramarathons, including multiple races lasting over 24 hours and spanning more than 100 miles. One of his most memorable challenges was running 156 miles on a treadmill in 48 hours—a feat that speaks to his mental toughness and relentless drive. His passion for pushing personal limits reflects his approach to wealth management—dedicated, resilient and always striving for excellence.
A Minneapolis native with deep roots in the Longfellow neighborhood, Chad enjoys spending time at the family cabin, water skiing and cherishing moments with his wife, Margaret, and their two children, Tyler and Emily.
