The site navigation utilizes arrow, enter, escape, and space bar key commands. Left and right arrows move across top level links and expand / close menus in sub levels. Up and Down arrows will open main level menus and toggle through sub tier links. Enter and space open menus and escape closes them as well. Tab will move on to the next part of the site rather than go through menu items.
Chad has over 20 years’ experience in helping clients as a wealth Consultant. Fluent in Chinese he started his career working with Chinese investors. Over the years Chad has developed a knowledge
of a wide range of investment products as well as working with 401(k), 403(b), 457(b) and defined benefit plans.
“The investment world can be complex and confusing. I enjoy working with people and learning about their goals and
finding solutions that fit their needs. It is an ongoing process and guiding them through the process is what I do best.”
Chad is married to Lisa for 22 years and have 2 daughters. He loves to be active outside and among his favorites
are snowboarding, golf and mountain biking. He is a huge Utah Jazz fan! Chad loves to take advantage of what Utah has to offer by traveling and going on road trips with the family
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cyprus Credit Unionis not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products
and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Deposits or Obligations
Not Credit Union Guaranteed
May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, OR
The products and services on this page are offered through LPL Financial or its affiliates by Registered Representatives of LPL Financial. These products and services are not credit union deposits, not credit union guaranteed, not insured by NCUA or any other government agency, and may lose value. Cyprus Credit Union is a separate entity and is not affiliated with LPL Financial.
The rail navigation utilizes arrow, enter, escape, and space bar key commands.
Left and right arrows expand / close menus in sub levels. Up and Down arrows will navigate through top tier links. Enter and space opens menus and escape closes them as well. Tab will move on to the next part of the site rather than go through menu items.
Talk with one of our Financial Services Consultants.
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