Broker Check

SmartVestor Pro


As a SmartVestor Pro, Chad helps clients get out of debt, build up an emergency savings fund, make the most of their investments, and create a plan to reach their retirement goals.

Chad’s interest in finance started early, when he was growing up on a farm in Iowa in the 1980s. It was the middle of the farming crisis, and he saw other farmers struggle financially. He witnessed first-hand the difficulties that come with debt, and came to understand how important financial peace is.

Client Centered

Today, Chad shares Dave’s passion for helping people free themselves from the weight of debt so they are in control of their finances and on the path to financial freedom.

In addition to working with his clients, Chad gives back to his community by sponsoring the financial education at a local high school in Cedar Rapids.

As a SmartVestor Pro, Chad will share and work with you on the savings and investment philosophies that Dave teaches on his radio show everyday.

If you are not in the place you want to be financially, Chad can help you make a plan to work towards your financial goals. Chad will work with you towards freeing yourself of debt and building your wealth so you can reach your retirement goals, while taking care of your loved ones, and giving back to others.

*Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc.

Have a Question?

Thank you!