Leveraging 30 years of experience, Chad provides individuals and businesses in Middle Tennessee with comprehensive financial solutions that extend beyond traditional tax and accounting compliance.

Throughout the early stages of his career, Chad cultivated extensive expertise in tax planning and compliance, as well as in conducting financial statement reviews, compilations and audits. His commitment to delivering comprehensive financial guidance led him to establish both a CPA firm and a wealth management company, enabling clients to benefit from a truly integrated approach to achieving long-term financial success. Today, Chad works closely with privately held businesses and individuals to address complex tax and financial challenges, ensuring that each decision aligns with broader goals for success. He also assists business owners in determining the proper entity structuring for the advantageous tax positioning.

Driven by genuine dedication to his clients’ success, Chad combines his technical expertise with a deep understanding of each client’s unique aspirations and challenges. He serves as a trusted advisor, crafting innovative tax strategies and empowering clients to realize lasting growth and financial confidence.