CONTACT INFORMATION717 West Sprague Ave.
Spokane, WA 99201
Chad is a CERTIFIED TRUST AND FINANCIAL ADVISOR for Washington Trust Bank’s Wealth Management & Advisory Services, serving clients in the Pacific Northwest. He is responsible for evaluating and coordinating the complex financial requirements of entrepreneurial and financially successful individuals and families.
Chad’s 20 years of experience has resulted in significant expertise in trust, estate, financial, and tax planning that ensures appropriate wealth planning strategies are considered, thoroughly discussed and appropriately implemented. Chad’s work emphasis is on the administration of larger, more complex family trust relationships.
Existing and prospective clients value Chad’s team approach to client service and appreciate working collaboratively to ensure goals and objectives are attained.
As part of your wealth management team, Chad partners with your existing legal and tax advisors to ensure that they are utilizing the best wealth planning strategies for your unique circumstances and goals.
- Trust and Estate Administration
- Relationship Management
- CERTIFIED TRUST AND FINANCIAL ADVISOR
- Spokane Estate Planning Council
- Institute of Certified Bankers
- American Bankers Association
- BA, Eastern Washington University
- Cannon® Financial Institute Trust School, Trust Graduate School & Tax School