Client Success Manager
Chad serves as a Senior Client Success Manager for Facet Wealth, bringing over 20 years of experience as a client relations and service industry provider based in Tampa, Florida. As an accomplished Financial Advisor and former public school teacher, Chad sets high standards and expectations to meet the needs of each advisor and client by providing assistance in a timely, friendly, and proactive manner—all with a smile and positive attitude. Chad enjoys spending quality time with his family and bowling. Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Retirement Plan Counselor® (CRPC®).
Education: City University of NY, (BFA), American Intercontinental University, (M.ED)
"Who is John Galt?"
Get to know Chad
My boys, before they got much taller than me.
Me and my wife. We look good in this picture!
My cat, PopCorn.
With some superheroes on Broadway.
What was the best concert you ever attended?
My wife and I attended a Beyoncé concert. The concert was fun, but on the way home our car got a flat tire and while we were waiting for the tow truck we got a chance to just sit and talk. It was nice.
What's the best meal you've ever had?
Apple raisin french toast during a trip to Napa Valley. I don’t know if it was the all the wine tastings the night before, but that was some good french toast.
Who would you most like to swap places with for a day?
My wife, only because she keeps recommending it.
What are some of your pet peeves?
I don’t like green peas on my plate. I don’t know why.