Our Thoughts

Chad at a Glance

After reading previous “At a Glance” articles I feel fortunate to now be a contributor. I am joining FJY as an Associate Advisor whose role is to support all of the advisors with ongoing client services, comprehensive financial planning, and client asset management.

There are a couple of experiences in my past that led me into the personal financial planning field. The first was when I was nine years old. I got my first job delivering the local paper in my neighborhood. With the tips I collected each week, I would treat myself to some candy and baseball cards at the store and save the rest. After I saved up enough money my parents brought me to their financial advisor and that was the first time I was exposed to the stock market. I loved the idea of putting my hard earned money away and the possibility of watching it grow over time. I later fully learned and understood the concept of compounding interest. During my senior year in college I was an intern at a personal financial planning firm. It was there I learned what actually takes place at a personal financial planning firm and decided that it would be a career for me to pursue after graduation.

I graduated from Loyola College (renamed Loyola University) in 2006 with a B.A. in Business Administration. I started my career in the personal financial planning field working for Strategic Wealth Management Group, LLC a fee only Registered Investment Advisor located in Columbia, Maryland. During my six years there I worked as a Registered Paraplanner, Portfolio Assistant, and Head of the Investment Department and served on the firm’s Investment Committee. I am active member of the Financial Planning Association (FPA) and also a 2010 graduate of the Leadership Howard County’s Essentials Program.

With the opportunity to join FJY I look forward to working with a great group of people and continuing to gaining experience and knowledge in this field. I currently reside in Bethesda, Maryland with my fiancé Lindsey. We are looking forward to getting married this July in Blowing Rock, North Carolina celebrating with our friends and family. In our free time we enjoy traveling and anything sports related.