Chad UrschelCFP®

Financial Advisor
Chad has worked in the Finance Industry for over a decade. Starting his career with one of the big banks and also working in the insurance industry where he has amassed a wealth of knowledge in all areas of Financial Planning. With a customer centric strategy Chad and his clients develop an individually personalized Financial Plan, helping create whatever financial freedom means to them. He has his CFP® designation, Certified Financial Planner.
Chad is married with one young son and a daughter on the way. He loves all sports and although sometimes challenging; is an avid Oilers fan. He loves to travel and spend his spare time with friends and family.