Chad was born and raised in Canton, MS. In 1992 he graduated from Canton Academy. He completed an undergraduate degree at Mississippi State University in 1996.
Chad started in the financial services industry in 1998 as a Registered Representative with VALIC. In that role, he specialized in retirement plans in the non-profit community of K-12 public schools and Institutes of Higher Learning. After earning the Investment Advisory Representative designation in 2003, Chad focused his time toward individual financial planning and wealth management with the company’s higher net worth clients. After an 11- year career with VALIC, he partnered with Williams Financial Group out of Dallas, TX to open an independent branch office in Ridgeland, MS. This allowed Chad to offer more comprehensive financial planning using independent product solutions in a smaller, first-hand environment. In 2017, Chad was asked to partner with Hoyt Williams and Michael Petyak to form WPB Advisory Services in Ridgeland, MS. This partnership will now bring a combination of 65 years of financial industry experience to clients while still maintaining an independent status that does not focus on product placement but professional holistic financial planning.
Chad holds FINRA securities registrations including Series 6, 7, and 63 through his Broker/ Dealer Calton & Associates Inc. and Series 65 through Advisory Services Network. LLC. He also holds Life, Health and Variable Annuity licenses in Mississippi & Virginia.
Chad currently lives in Madison, MS with his wife Tonya and their two sons Logan(16) and Will(15). They attend Broadmoor Baptist Church. Chad spends most of his time volunteering at his son’s school and watching them play numerous sports. Hobbies include cooking, hunting and fishing.