Formal Education...
     √ UC Santa Barbara (BA in Economics)
     √ Redondo Union High School
Licensure...
     √ Registered Tax Preparer (CTEC ID #A165525)
     √ Mortgage Loan Originator (NMLS ID #276371)
     √ Real Estate License (License #00881415)
     √ Insurance License (License #0G32639)
Community Involvement...
     √ Active Supporter of Junior Achievement (JA) - CLICK HERE for info about JA
     √ Volunteer with Saddleback Church Finance Ministry
     √ Involved in several other Saddleback Church Ministries

 
Family...
     √ Chad currently lives with his wife, Christina, in Aliso Viejo, California
Born/Raised...
     √ Redondo Beach, California
Hobbies...
     √ Golf, Travel, Mountain Biking, Running, Hiking...anything outdoors !!
Affiliations...
     √ Member of Saddleback Church
Favorite Sports...
     √ Baseball, Golf
Favorite Pro Teams...
     √ L.A. Dodgers (fanatic !!), L.A. Lakers, Baltimore Ravens
Other Points of Interest...
     √ Played 4 years of Division I Baseball at UC Santa Barbara
              (Started every game all 4 years without missing a single game !!)
     √ Played Pro Baseball for the Cleveland Indians Organization
     √ Completed the 2008 San Diego Rock N' Roll Marathon - CLICK HERE for Marathon Fundraiser info


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.  He thrives on developing long lasting relationships with his clients and ensuring that they are in great hands.

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 professional business partners.

Important Life Qualities...
After graduating in four years at UC 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.