As a financial professional at Kades-Margolis Corporation, Chad specializes in today’s economic issues. He started his investment and advisory career with Waddell and Reed and brought his professional experience to the Kades-Margolis team in 2012. Since then, his financial services practice has focused on tax-sheltered retirement planning. He is also very knowledgeable about the Public School Employees’ Retirement System.

Chad provides counsel, advice, and product solutions for college savings plans, individual retirement accounts, managed advisory investments, and life, disability, and long-term care insurance. He is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He is also licensed to offer annuities and life, accident, and long-term care insurance.

Chad has a Bachelor of Science Degree in Finance from Penn State Behrend.

Chad resides in Millcreek, Pennsylvania. He is an active community member who enjoys playing softball, golf, and the outdoors in his free time.