Professional Profile

Chad is a principal in the Family Wealth and Estate Planning Group, lending his expertise to business owners and families on Roth IRA conversions, retirement planning, estate and trust planning and multi-state tax planning. He also works on 5500s for employee benefit plans. In addition, his knowledge of Caseware software helps guide accounting and audit services throughout the firm.

Education & Certifications

• B.S. Accountancy, Southern Illinois University – Edwardsville, IL
• Certified Public Accountant (CPA), State of Missouri
• Chartered Global Management Accountant (CGMA)
• Registered Trust and Estate Practitioner (TEP), awarded by the Society of Trust and Estate Practitioners
• Accredited Estate Planner (AEP), awarded by the National Association of Estate Planners & Councils

Professional Organizations

• Missouri Society of Certified Public Accountants (MOCPA)
• American Institute of Certified Public Accountants (AICPA)
• Estate Planning Council of St. Louis
  • Board Member
• Society of Trust and Estate Practitioners
  • Organizing Committee Member
• International Foundation of Employee Benefit Plans
• The Rainmaker Academy

Community Leadership

• Young Friends of St. Louis Children’s Hospital