MORE ABOUT CHAD
Chad graduated from the University of Minnesota Duluth with a double major in accounting and financial planning. He has a Certified Financial Planner (CFP®) designation, as well as Series 7, 63, and 65 licenses. After college, he worked at WIPLI Financial Advisers in Minneapolis for two and a half years before coming to work for B&E in the fall of 2020. He likes working here because of the small firm feel and the holistic, client-centric approach to planning. He says, “We don’t grow for the sake of growth – we take care of current clients before focusing on new clients.” His biggest hobbies include traveling, water skiing, snowmobiling, hunting, and fishing.