Experience and Education
Chad builds and maintains relationships by working as part of a wealth team to provide comprehensive wealth management plans to clients. He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.
Prior to joining Mariner Wealth Advisors, Chad was director of operations with Taylor, Cottrill, Erikson & Associates Inc. His responsibilities included maintaining the firm’s portfolio accounting system, fulfilling client service requests, overseeing client reporting and assisting with firm regulatory compliance.
Chad has a Bachelor of Arts in theology from Eastern University and a master’s in theology from Villanova University.
Away from the office, Chad enjoys gardening and reading. He is a fan of the New England Patriots.