Chad is passionate about working with a variety of clients and strives to be an empathetic listener that deeply values client communication.

Prior to joining Bay Point Wealth, Chad most recently completed a year of volunteer service outside of Chicago, IL through Brethren Volunteer Service. Before starting his year of volunteer service in July 2020, Chad worked in Richmond, VA as a state auditor through the Auditor of Public Accounts. Chad also has experience working many tax seasons throughout high school and college, allowing him to see the importance of a client’s tax planning needs in the scope of comprehensive financial planning. 

Knowing he wanted to move into financial planning down the road, Chad interned with JSK Financial in 2017, which eventually merged with Bay Point Wealth in 2020. This jumpstarted his passion for fee-only and client-focused planning. Chad now serves as an Associate Financial Advisor for the Bay Point Wealth team. In this role, he provides analysis and support related to client planning and investment needs. 

Chad graduated from Bridgewater College in the beautiful Shenandoah Valley of Virginia in 2019 and is currently working toward a Masters of Family Financial Planning with a concentration in financial counseling through Iowa State University. In his free time, he enjoys traveling, cooking, being outdoors, listening to music, and being a fan of all Washington–Baltimore area sports teams, especially Maryland Terps basketball. 

 

Certifications & Education

  • Bachelor of Arts in Accounting and Finance, Bridgewater College 

Specialties

  • Financial Planning 
  • Tax Planning 
  • Education Planning