Team Member Details

About Me

Born and raised in Richland, MS, Chad attained his accounting degree from Spring Hill College. He has been with the Plancorp team since 2002, and enjoys working on the planning needs of our clients and developing last lasting, multi-generational relationships with a focus on retirement planning, estate planning, tax strategies, and risk management. 

Chad has three children, and in his free time enjoys BBQ, golf, basketball, and traveling. 

Community Involvement

  • Secretary, St. Louis Young Variety Board, 8/2006 – 6/2009
  • Member, St. Louis Young Variety Board, 8/2003 – 6/2009
  • Christ the King Church Finance Committee 2017 – 2020
  • Member, Annie's Hope 1/2021 - Present


  • B.S. Accounting, Spring Hill College, Mobile, AL 1997

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