As Chief Compliance Officer at Alliance Wealth Advisors, Chad oversees compliance logistics and reporting, creating a secure and seamless experience for both clients and employees. With over 12 years in the financial industry, Chad is passionate about helping clients build comprehensive financial plans that align with their goals and future aspirations. Known for his detail-oriented approach, he ensures that clients feel confident and informed through every step of their financial journey.
Chad is a CERTIFIED FINANCIAL PLANNER™ professional and holds an M.S. in Business Administration, along with dual bachelor’s degrees in Finance and Economics from Utah State University.
Outside of work, Chad enjoys family time with activities like fishing, boating, and exploring the outdoors. Additionally, he has a love for sports and regularly engages in local community events.