Chad has over ten years of experience in public accounting with various firms, from the Big 4 down to small family office boutique firms. His clients include business owners, high net-worth individuals, and family offices to help them strategize and plan for the future. He works primarily with clients who have had holdings in real estate, oil and gas, and various private equity investments. He specializes in helping clients be aware of various tax implications, strategies, and benefits available to them as they make decisions for the future.
