Trusted financial partner with a personalized, consultative approach.
As a Senior Vice President – Commercial Banking Relationship Manager, Chad specializes in developing and nurturing relationships with privately held family owned businesses in Southeastern Wisconsin. He excels in identifying and engaging key decision makers, driving strategic relationship planning to offer comprehensive financial solutions. Chad firmly believes that genuine connections and a deep understanding of each client's business are essential to helping them achieve both their short-term and long-term goals.
Experience
- Has over 20+ years of experience in the financial services industry
- Joined Johnson Financial Group in 2025
- Bachelor’s degree in finance and business administration with a minor in legal studies from the University of Wisconsin – Oshkosh
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Business Succession Planning
- Commercial and Small Business Lending
- Commercial Real Estate Financing Solutions
- Equipment Leasing
- Interest Rate Derivatives
Community Involvement
- Volunteer for Hunger Task Force and Habitat for Humanity
- Volunteer baseball and football coach
- Lifelong Wisconsin resident