is the president of AtlasNorth Financial Strategies & Insurance Solutions, LLC and one of the original founders of the company.
As president, Chad puts his clients above all else. He strives to create long-term relationships that are built on trust and understands that every client requires a customized plan in order to achieve their financial goals.
After garnering over ten years of experience within the financial advisement industry, Chad brought his expertise to New York Life in 2017, where he functions as a financial advisor for Eagle Strategies LLC. In his time there, he’s earned a number of accolades including being named the New Associate of the Year for 2019 and qualifying for the Million Dollar Round Table* for three consecutive years.* The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for insurance sales performance in the insurance and financial services industry.
It was his passion for giving back to the community, however, that led him to form AtlasNorth Financial Strategies & Insurance Solutions, LLC with his fellow adviser Mike Rahimzadeh. Chad felt that in order to make a larger difference in his community, he needed to form a company that could specialize in working with nonprofit organizations. Working with these nonprofits, he could help maximize the impact of charitable donations.
Whether he is working with an individual or an organization, Chad brings his strong belief in customized planning—planning tailored to a client’s individual needs— to his advising and strives to ensure that his clients can feel secure in their financial future.