Buck and Chad lead Aurora Wealth Management, bringing together the best of experience and innovation. Chad always asks "How do we make this better?" Which is an ideal attitude for his primary role as the team's portfolio strategist. 

One of Chad's passions is raising financial literacy in the communities the team serves through volunteering with organizations such as Rotary and Junior Achievement as well as direct consulting to families in need. 

Chad earned a BA from the University of Massachusetts, Amherst with a concentration in Investments and Financial Services and a MS in Finance from Boston University.  He is a CERTIFIED FINANCIAL PLANNER™ Practitioner.

• 2009 Allianz President's Club Member
• 2011 Nationwide's Circle of Excellence
• 2013 University of Massachusetts - Amherst Graduation Commencement Speaker
• Anchorage Chamber of Commerce Ambassador Council Member 2010 - 2011

• Bachelor's of Arts - University of Massachusetts - Amherst, UWW - Investments and Financial Services
• CERTIFIED FINANCIAL PLANNER (CFP)
• Master's of Science - Boston University - Finance

• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Series 9/10, General Securities Supervisor
• Series 7, General Securities Representative
• Alaska Life Insurance Licensed
• Alaska Heath Insurance Licensed

• Alaska SPCA Board of Directors, Finance Committee Chair 2011-2013

AK, AZ, CA, CO, FL, ID, KY, LA, MD, MI, MT, NC, ND, NE, NM, OH, OK, OR, SD, TN, TX, VA, WA