As a financial planner, Chad works closely with each client to establish a long-term financial objective through money management, investment recommendations, and retirement planning. Along with these duties, Chad is also the compliance officer for Baker Financial Services. Along with holding several securities licenses Chad has also earned the privilege of being called a CERTIFIED FINANCIAL PLANNER™. Chad was born and raised in Arlington and currently resides in Mansfield with his wife and twins.
- CERTIFIED FINANCIAL PLANNER™
- Financial Services Industry since 2000
- Member of the Financial Planning Association
- Bachelor of Business Administration, University of Texas At Arlington 1999
- Security Licenses: 7, 24, 27, 53, 63, & 65