Chad is a seasoned Investment Representative and Financial Planner, and Head of Investment Management at LA Capital Wealth Management a Lincoln Wealth Company. Chad is also head of Financial Education in DFW for MyFitFinancial, working under AFES (a 501(c)3 non-profit) educating retirees and those close to retirement in a series of weekly Classes normally held at the University of Texas- Dallas Campus.
Chad is a graduate from The University of North Texas, with an MBA in Decision Sciences (2009) and BBA in Finance (2007), and holds a Series 7, 66 Securities License, and an Insurance License. This wealth of knowledge and proven leadership talents offer rewards to the large numbers of local investors who attend classes and are proud clients enjoying their retirements empowered with knowledge to make great decisions.
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