Chad Personally...
     Born/Raised:
           Redondo Beach, California
     Currently Resides:
           Aliso Viejo, California
     Hobbies:
           Golf, Travel, Mountain Biking, Running, Hiking...anything outdoors !!
     Favorite Sports:
           Baseball, Golf
     Favorite Pro Teams:
           Dodgers (fanatic !!), Lakers
     Other Points of Interest:
           Played 4 years of Division I Baseball at UC Santa Barbara
                (played every game all 4
years without missing a single start !!)
           Played Pro Baseball for the Cleveland Indians Organization
           Completed a Marathon - 2008 San Diego Rock N' Roll Marathon
                (Click Here for Fundraiser info)


Chad Professionally...
     Education:
           Attended Redondo Union High School
           Attended UC Santa Barbara & Earned Bachelor's Degree in
              Economics
     Licensure:
           Registered Tax Preparer (CTEC ID #A165525)
           CA Real Estate License (License #00881415
           CA Insurance License (License #0G32639)
     Affiliations:
           Member of Saddleback Church in Lake Forest, California
     Community Involvement:
           Active Supporter of Junior Achievement (JA)
               
(Click Here for info about JA)
           Active in a number of other Charities and Community Service
              Projects in the Orange County area

More About Chad...
     Important Life Qualities
          After graduating in four years at Santa Barbara, Chad was
             fortunate to be drafted and have the opportunity to play
             professional baseball for the Cleveland Indians. Although he
             did not move on to play in the big leagues, sports taught Chad
             many valuable lessons in life...among the most important were
             integrity, hardwork, and teamwork. Chad has carried these
             qualities with him in all walks of life.

     True Passion For People
         
Chad has a passion for helping others that drives him to constantly
             expand his knowledge of personal finance. Chad's commitment to
             your finances is unparalleled. The result is that the majority of his
             business is by referral from satisfied clients and trusted business
             professional partners.

     Dedication to Relationships
    
     Chad takes great pride in guiding you through the entire income tax
             preparation and home loan process, so that you feel confident as
             you make choices about the options available for your financial
             strategies. Chad is ready to assist you each step of the way today,
             and in the future. He thrives on developing long lasting relationships
             with his clients and ensuring that they are in great hands.

 

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