As a Financial Planner, Chad Joshpe is responsible for attracting high quality Clients to the organization, whom he helps to develop through ongoing education, planning and accountability.

Chad’s core belief is that investing money is often the easy part, developing strategies to help save money is what makes the difference.

What attracted Chad to the field of financial planning is the process of developing a roadmap to help reach a financial goal. “I’m the kind of person who really likes to be in front of a problem, I don’t shy back from challenges and I help my clients (and team members) take the same approach, “he discloses. He includes his ability to focus, manage multiple priorities, and to stay calm under pressure as assets he brings to every client situation.

A personal story about growing up in a very small town sheds some light onto his capacity to be concurrently involved in multiple initiatives. “There were 40 kids in my graduating class – so if we wanted to have any teams or activities, every kid had to participate.” It was great preparation to engage fully in life, which Chad most certainly does.

Chad’s interests include golf, and “just about any other sport.” He is actively involved in several charitable and community organizations, Rockridge Country Club, and Business Networking Groups. He also coaches his children’s athletic teams and finds time to attend their various events. He and his wife, Gabrielle are passionate about their family. They have three young children.

Chad graduated magna cum laude with degrees in business and finance from Marist College and has received numerous accredited designations specific to the financial services industry.