Chad is the Co-Founder and Senior Partner of 360 Wealth Management Partners. He began his career in the financial services industry in 1990 with an internship during college. After learning the risk management side of the planning process, he moved on to the investment and service side by joining HD Vest in Las Colinas, Texas. There he trained and taught tax professionals the financial planning process. Gaining his investment registrations, Certified Financial Planning (CFP®) designation and his supervisor (principle registration), he went into management and the training/teaching side of the business. Teaching representatives was something he excelled at and enjoyed. Around 1996, Chad took his passion for teaching to the institutions and worked mainly with the major Wall Street Firms and a few Independents Firms for the next 12 years. He worked as a Regional Vice President of two of the largest financial institutions in the world. Training advisors through public speaking and individual consulting was something he thoroughly enjoyed and quickly excelled to the top of each of those organizations.
Tired of traveling every week, watching clients not getting sound advice or hands on service and watching his kids growing up too fast, Chad decided to make a big change. Leaving the corporate world and perks and moving back to the client side, he desires to actually help people directly.
Chad received his bachelor’s degree in Business Management from the University of North Texas and is credentialed as both a Certified Financial Planner (CFP®) and a Certified Retirement Planning Counselor (CRPC). Chad has extensive experience in estate planning, advanced tax planning, portfolio analysis and investment management. Chad has taught top producing advisors at both the Wall Street and Independent firms across the country. Chad combines personal attention with investment experience to help educate his clients to work towards financial success, while ensuring that 360 Wealth Management meets its commitment to integrity, objectivity and transparency to its clients. Chad and his wife Angie have lived in the DFW area since childhood and currently reside in the Plano area. They have three children and are very active in their Church, Christian School and their children’s sports.