Chad has a way of putting clients at ease and making them feel valued and understood. He takes the time to listen and understand their unique needs and challenges. To him, “My client’s challenges are my challenges, and I love collaborating with them to find solutions.”
As a Senior Assurance Manager, Chad oversees audit engagements and completes technical reviews of financial statements. His passion for numbers and problem-solving fuels his love for accounting, viewing it as a puzzle just waiting to be solved.
Chad started his journey traveling all over the country to serve clients. This helped him learn and gain valuable insights across multiple industries from Manufacturing & Distribution, Non-Profits, and Employee Benefit Plans. He gets the greatest satisfaction from building strong relationships and supporting his clients on their path to success, and he is constantly in pursuit of personal and professional growth.
Great clients for Chad … Chad brings value to clients through his insights across multiple industries, allowing him to expand his knowledge and expertise.
LSL candidate tip … Chad is known for his down-to-earth advisory approach, making the accounting process for his clients more relatable and understandable. “Acting like an advanced accounting professor and using extremely technical language is not the way to go about it!”
Personal … Chad enjoys spending quality time with his wife and two kids, especially in Hawaii, their favorite travel spot. He is a devoted fan of the Angels, and often indulges in his love for coffee, playing the ukulele, watching The Office, or treating himself to delicious burritos.
Professional and Civic Involvement
Firm member, PrimeGlobal
Education
B.A. degree in Accounting – Vanguard University of Southern California