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Chad M. Smith, CFP®

Chad M. Smith, CFP®

Managing Partner

Chad is a Certified Financial Planner™ and a Registered Representative offering securities through SagePoint Financial, Inc. Chad also holds Series 6, 7, 24, 63 and 66 securities registrations. He is responsible for working with clients and overseeing our operations. Chad ensures the office environment complies with all government regulations. His main focus is you, our client. Chad has attention to detail and a willingness to provide assistance. He handles all account needs including inquiries, trades, transfers, distributions and client reporting with skill, knowledge and care. He continues educating himself in an effort to help serve you better. Please feel free to contact Chad with any of your account needs.

*Registered Representative with SagePoint Financial, Inc., member FINRA/SIPC.