Meet Chad, a seasoned professional with a diverse background in finance, mortgage services, and corporate invoicing, now bringing his expertise to Retirement Income Solutions. Chad’s academic journey led him to Middle Tennessee State University (MTSU), where he earned his Master’s in Finance, laying a strong foundation for his career. Throughout his career, Chad has honed his skills in the mortgage industry, excelling in critical roles involving Post closing, risk assessment, and Invoice processing.

Not one to shy away from new challenges, Chad’s career path took an exciting turn as he transitioned to an Amazon corporate contractor. In this role, he revolutionized the invoicing and billing process, showcasing his adaptability and passion for driving operational efficiency.

Beyond his finance prowess, Chad possesses a tech-savvy mindset, consistently integrating technology to automate processes and fuel growth. He embraces innovation to ensure seamless operations in the ever-evolving financial landscape.

Outside the office, Chad is an adventurer at heart, finding inspiration and serenity in the great outdoors. Exploring scenic vistas, waterfalls, cliffs, and caves, he brings a fresh perspective to his professional endeavors.

Dedicated, strategic, and versatile, Chad approaches each task with unwavering commitment and enthusiasm. As a valued member of our team, he looks forward to embracing new opportunities and contributing to the continued success of Retirement Income Solutions.