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.

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

Meghan was born and raised in Anchorage.  After earning her Bachelors of Business Administration in Finance degree from the University of Alaska, Anchorage, Meghan began her financial career working in the highly complex field of mortgage underwriting. During her five years in underwriting, Meghan learned the importance of doing what may seem to be the little things correctly.  She recognized that whether or not her clients were successful in buying their home was dependent on her getting the details right.  Interested in broadening her financial services experience, Meghan joined UBS in 2009.  The experience she gained in the underwriting field has made her extremely effective in servicing client relationships and assisting with banking functions. 

Always interested in expanding her experience, Meghan volunteered to expand her responsibilities by assisting in the financial planning process.  Outside of work Meghan enjoys spending time with her family.

Registered States:
AK

Registered States:
AK