Chad has over 20 years of experience in the financial services industry working closely with affluent families and individuals, helping families grow and protect their wealth as life evolves. As one of the founders of M&K Legacy Wealth, Chad believes in living life to the fullest. Along with his upbeat and positive personality, he is known around the office for his sense of humor. Chad doesn’t take himself too seriously and believes everyone should maximize life’s enjoyment.
Chad has a passion for working with multiple generations within families and helping them to bridge and transition their wealth, share values, and create family unity so they can leave behind a sustainable legacy. He has a knack for making what is normally an overwhelming, complex and stressful part of life…simple. He takes care of his clients like family, while keeping them informed and confident about their financial futures, allowing them to focus on what matters most.
After graduating from Indiana University with a B.S. in Public Finance, Chad achieved the Chartered Financial Analyst®(CFA) designation, one of the highest distinctions in the investment management profession. Chad is also an Accredited Investment Fiduciary® (AIF) Designee and a member of the CFA Society of Indianapolis and the CFA Institute. He is licensed in nearly every state, and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Chad has worked with the Junior Achievement Financial Literacy program and served as a Board Member and Investment Committee Chair for the local non-profit, La Plaza.
Outside the office, Chad demonstrates how to have fun while working hard coaching his children's sports teams. His amazing wife, Jessica and their three children, Milo, Cora and Maeve live in Fishers and enjoy spending time together outdoors; camping, boating, snow skiing, golfing, biking, traveling and hanging out with their English Goldendoodle, Farley and Cat, Kit.
