Professional Title...

• ​Company President
• Financial Services Provider (tax preparation, home loans, personal finance coaching)​

Formal Education...

• UC Santa Barbara (Degree in Economics)
• Redondo Union High School

Licensure...

• Registered Tax Preparer (CTEC ID #: A165525)
  • ​Merchants Bonding Company #CA725903
• Mortgage Loan Originator (NMLS ID #: 276371)
• Real Estate License (DRE #: 01369552)
• Insurance License (CDI #: 0G32639)

Community Involvement...

• Volunteered with Saddleback Church Finance Ministry
• Active Supporter of Junior Achievement (financial literacy education for our youth)

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Family...

• Chad lives with his wife (Christina), son (Connor) and dog (Tanner).

Hobbies...

• Golf, Travel, Long Walks (with Christina, Connor, and Tanner!), Exercise...anything outdoors!

Affiliations...

• Member of Rockharbor Church

Favorite Sports...

• Golf, Baseball, Football

Favorite Pro Teams...

• Dodgers, Ravens, Warriors

Other Points of Interest...

• Played 4 years of Division I Baseball at UC Santa Barbara (started every game all 4 years without missing a single game!)
• ​Inductee into the UC Santa Barbara Athletics Hall of Fame ​(Class of 2020)
• Played Pro Baseball for the Cleveland Indians Organization
• Completed the 2008 San Diego Rock N' Roll Marathon

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Dedication to Relationships...
Chad takes great pride in guiding you through the entire income tax preparation and home loan process, so that you feel confident as you make choices about the options available for your financial strategies. He thrives on developing long lasting relationships with his clients and ensuring they're in great hands.

True Passion for People...
Chad has a passion for helping others that drives him to constantly expand his knowledge of personal finance. Chad's commitment to your finances is unparalleled...the result is that the majority of his business is by referral from satisfied clients and trusted professional business partners.

Important Life Qualities...
After graduating in four years at UC Santa Barbara, Chad was fortunate to be drafted and have the opportunity to play professional baseball for the Cleveland Indians. Although he didn't move on to play in the big leagues, sports taught Chad many valuable lessons in life...among the most important were integrity, hard work, and teamwork. Chad has carried these qualities with him in all walks of life.

Click here to read Chad's inspiring story of "Turning pain into passion"; learn why he's so determined to help others with personal finances.