Key Account Manager, WealthVest

After attending Montana State University, he began his career in finance at a top index annuity carrier. Several years of financial editorial writing and analysis brought Chad to leading the client acquisition department focused on serving the nation’s highest caliber advisors. He then moved into the realm of wholesaling and eventually joined the National Account Team. Chad now resides in Bozeman, MT as the National Account Manager with a primary focus on serving banks and managing the independent broker dealer account team. In his spare time, you can find Chad outdoors ice climbing or exploring with his son Liam and wife Lauren. Chad is Series 7 licensed, and holds his Montana State Insurance License.