Chad is a Financial Advisor and founder of Cascade Wealth, LLC, an independent RIA located here in Belmont. Cascade Wealth specializes in helping ambitious parents who are determined to set their kids up for future success while also securing their own financial future. Chad has over 20 years of experience in the financial services industry.
Chad graduated from the University of New Hampshire in 1999 with a B.S. in business administration. He also earned an MBA from the Bentley University Elkin B. McCallum Graduate School of Business in 2011. He also holds a Chartered Retirement Plans Specialist (CRPS) designation. Chad has been living in Belmont since 2005. In his personal time, he loves spending time with his wife, Kerin, and his son, Thomas. He also enjoys golfing, playing hockey, reading, and coaching Thomas’s youth sports.