Chad received his Bachelor of Science degree from the University of Nebraska at Omaha and Master’s Degree from Creighton University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Nebraska. In his prior work experience at TD Ameritrade, Chad was responsible for leading financial, compliance, and operational audits and risk assessments as a Senior Auditor. Chad was able to gain a deep understanding of the investment industry while focusing on risk management. Chad and his wife, Ryleigh, have three children. Chad enjoys golf, traveling, hiking and biking.