Chief Executive Officer
E-mail: [email protected]
Chad founded Stone Beacon Capital in January 2017 after spending twenty years working at two multi-billon dollar wire house brokerage firms.
He started his career at Merrill Lynch in 1997 where he achieved the Vice President designation along with being recognized as a Chairman’s Club member. In 2009 he transitioned to Wells Fargo Advisors where he was named to their President’s Counsel along with being promoted to Managing Director which is the highest title awarded to a Financial Advisor at the firm.
Chad graduated Whittier College in 1996 where he received a Bachelor of Arts in Economics while playing college football. He also earned a Charted Mutual Fund Counselor® (CMFC®) designation from the College for Financial Planning.
His family was the founding family in San Elijo Hills in December 2000 where he currently resides with his wife Janelle and his five children, Brandon, Brooke, Blake, Bretton, and Brycen. When not in the office he spends free time with his family sharing their love of music, golf, and fishing.
Chad and his family routinely participate in charitable work and philanthropy for the benefit of many different causes focused on children.