Chad comes to Aegis Wealth Partners with over 15 years of experience in the financial services industry. He holds his Series 6,63, Life and Health, and Property and Casualty licenses. Chad works closely with business owners and their families along with individual clients helping them to reach their financial and life goals, whether they are short term or long term.
Upon meeting with his client's, Chad's approach is one of a holistic nature, he wants his client to consider their life's goals and values. Making sure the goals and values align with the investment strategy is an imperative part of his process. When you become a client of his you will build a strategy and then implement the plan together after several consultations with Chad and his team.
He has been involved over the last decade or so in his local Little League and other non-profit organizations throughout Milford, CT. Most recently he was President of the Milford National Lou Gehrig Little League and also awarded the 2015 Adult Volunteer of the Year award from the Woodruff Family YMCA, where he served 4 years as Chairman of the Board of Directors. When not in the office or with clients Chad enjoys playing in golf tournaments with his lifelong friends.
Chad resides in Milford, CT with his wife and 3 children.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.