In 2005, Chad joined the firm as a Financial Advisor. Prior to joining the firm, she led a successful career with IBM and AT&T as a Division Manager providing business solutions to companies in the Mid-Atlantic area. Her focus is on finding solutions to challenges faced by women, owners of closely held businesses, and corporate business executives as they prepare for their financial future. She accomplishes this through building long term relationships, comprehensive financial strategies, and bringing the appropriate resources to address the unique challenges her clients face.
Community and charitably inclined, Chad currently serves on the Community Board of BlueRidge Bankshares. Over the years, she has served on the Foundation Board as well as the Board of Directors for The Richmond chapter of NAWBO - the National Association of Women Business Owners, has served 4 years on the Board of Directors of the Joan Grossman Fegely Foundation for Ovarian Cancer Research and Education, and served on the Leadership Board of the Arthritis Foundation of Central Virginia.
A native of Petersburg, VA, Chad currently resides in the West End of Richmond. She is a fan of the University of Richmond Spiders and the William & Mary Tribe. In her spare time, she enjoys gardening, spending time with family, and going to the river and beach.
Chad graduated from the School of Business at the University of Richmond. She holds the Life/Health/Annuity license along with the Series 7 and 66 registrations and she has also earned her Certification in Long-Term Care.
Chad is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks, LLC.
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.