Chad began his financial services career in 1996 with a focus on income tax preparation and tax planning, working primarily with family owned businesses. Chad later joined Lincoln Financial Advisors/Sagemark Consulting which led him to develop a more holistic wealth management experience. While at Lincoln Financial Advisors/Sagemark Consulitng he met Brian Redders and Michael Sluhan where they became business colleagues, long-time friends and now business partners with a combined vision. Chad is the founder of Panoptic Wealth Advocates, and he joined forces with the Genex Consulting team in 2017. His primary role is working with clients and leading the coaching program for financial advisors.
Chad’s gets his energy serving in the primary role of helping clients to define and achieve their vision of true wealth. He works as an advocate working diligently to create that definition of wealth for the families that he works with staying committed to turn their vision into reality.
Chad is happy to have called St. Louis home his entire life. He and his wife, Tracey, were married in 1997, and they are the proud parents of three children, Jake, Sarah and Joseph. When not at the office or spending time with family you can usually find Chad outdoors fishing, hunting, hiking or in a kayak.
Degree in Finance from Southeast Missouri State University
Series 7,63 & 6; Securities held with Private Client Services.
Life, Accident, and Health Certification