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Chad runs a boutique financial planning firm, serving multigenerational families that seek to minimize taxes and maximize legacies. He has been quoted in various publications, including multiple entries in The Wall Street Journal. At Formula Wealth, Chad utilizes video conferencing to work with clients all over the country, offering flat fee engagements as a fiduciary advisor—no products to sell or commissions to earn. Outside of work, Chad enjoys cooking, traveling with his wife, and being a very involved daddy to Georgia and Charlotte.
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