Chad began his career assisting clients with wealth management at T. Rowe Price in Owings Mills, Maryland, in 2009. He currently holds Series 6, 7 and 66 licenses as well as the life, health and variable products license. Most recently, Chad worked at SunTrust Bank where he helped affluent clients achieve their financial goals through customized wealth planning solutions with a focus on retirement income planning, asset allocation and cash flow maximization. He received his bachelor’s degree from West Virginia University.
Chad was born in Harrisburg, Pennsylvania, but has lived in Harford County, Maryland, for more than 25 years. He currently resides in Bel Air with his wife and three children. When away from the office, he enjoys spending time on the golf course as well as coaching his children’s baseball and soccer teams. Chad also serves as treasurer for the Harford County Bar Foundation.