About Us
My Approach
Why BRK Wealth Management?
Why BRK Wealth Management?
I start by understanding your unique situation. Then analyze your goals and compare them to your current portfolio. Then I recommend an investment strategy designed to help achieve your goals.
Why BRK Wealth Management?
Why BRK Wealth Management?
Why BRK Wealth Management?
With over 15 years of experience Chad brings a commitment to ethics and integrity. I am fully licensed and credentialed. You can count on recommendations and guidance based on your unique situation.
Founder
Chad found his passion in financial planning and investing in 2007 after seeing what happens when a family does not have a financial plan. Along the way he had the opportunity to work and large corporate investment firms, regional firms, and locally owned firms as well. Throughout his career he gained much insight on all aspects of investment management. His focus is advising his clients on how he advises his family. He’s founded BRK Wealth Management in 2023 to be able to help his clients bye staying true to his values. Chad has been married for over 20 years to his lovely wife M.E. and they have two sons. You can mostly likely catch Chad and his family at the baseball field throughout the year.