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Chad began his career in the financial services industry in 1999 and founded Legacy Financial LLC in 2004. Legacy Financial is sincerely focused on the needs of the individual client. We work to find solutions that serve as a perfect fit for our clients’ financial goals, needs, and risk tolerance. It’s not about investment fads or short term trends, but about building an approach that meets the short term and long term needs of the client. We are our clients’ trusted advisors and we walk side by side with our clients as they work toward their financial goals and live their dreams. RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.
Investment Advisor Representative
2011 – Present
2016 – Present
2011 – 2016
2004 – Present
2004 – 2011
Bachelor of Arts, Economics
Series 6, 7, 24, 63, 66
Health, Life, Variable Life Insurance
Chad has no disciplinary information history to disclose.