St George, Utah Office
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Chad joined EP Wealth Advisors in January of 2024 with over 29 years of experience, holding prior roles as Chief Compliance Officer, Wealth Advisor and President and Founding Partner of Parker Advisory Group, LLC.
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Chad realized early in life that every great journey starts with a great plan, and having an experienced guide can make the journey rich. He believes the client must always come first and that begins with an independent and transparent approach. Born and raised in Montana on a cattle ranch, he knows what hard work is about and is never ever afraid to put forth the effort to do the right thing for the client.
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Chad received his bachelor’s degree in business from the University of Phoenix– he also holds the CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant and Chartered Life Underwriter designations.
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Chad’s greatest passion is his family – he has 6 children, 5 girls and one boy. He loves doing anything with his family, especially his grandchildren, and watching his children grow and succeed in their passions. In his free time, you can find Chad outdoors, enjoying time on Lake Powell boating with his family.
Connect with Chad
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