Chad provides financial planning and wealth management guidance to clients—with a strong focus on cash flow planning, estate planning, risk management, retirement income, tax planning, and investments.
Prior to joining Farther, Chad was a Vice President at Goldman Sachs Personal Financial Management, where he advised clients on their complex financial planning, banking, and wealth management needs. Chad began his career in financial services at Morgan Stanley and then served as an Investment Consultant at the flagship Washington, DC office of TD Ameritrade—where he continued to work with clients focused on their investment management and financial planning goals. Chad also spent nearly 4 years as an advisor at Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF)—where he helped higher education employees and their families plan and invest to and through retirement.
A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chad received his BS in Economics from Pennsylvania State University. Chad and his wife, Jennifer, are based in Medifield, MA with their children. He enjoys cooking for his family and exploring new cultures through global travel.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
