Chad has over 25 years of experience serving individuals and closely held businesses in the areas of business transition, tax, assurance, accounting and finance. Chad is the partner for RSM US Wealth Management's Central Region. 

Chad helps successful families find solutions to their challenges and to make good financial decisions. A majority of Chad’s time is spent working with current or former business owners managing their wealth pre and post transaction in the areas of business succession, cash flow, income tax, estate and gift, investment and retirement. 

Chad is driven by helping his clients succeed. Chad is a deliberative person with the unique ability to identify, assess and minimize risks with regard to achieving these goals and objectives. These abilities are the cornerstone of his extensive experience in working with successful families. 

Under Chad’s leadership, RSM’s Des Moines Wealth Management practice has either won or been first runner up in the Des Moines’ Business Record’s Best of Des Moines-Wealth Management Division for 9 of the last 10 years. In 2005, Chad was named by the Consumers’ Research Council of America as one of the top financial planners in its “Guide to America’s Best Financial Planners,” and in 2003, he was named one of Worth Magazine’s Top 100 Wealth Advisors.  

RSM US Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses.   RSM US Wealth Management LLC is an SEC-registered investment advisor.