A CERTIFIED FINANCIAL PLANNER™,
Chaz draws on nearly two decades of experience in the financial services industry. Specializing in financial planning, retirement planning and investment management. Chaz takes a comprehensive approach to help his clients achieve their financial goals including retirement, tax reduction, college savings, asset protection, and estate design. In addition to his professional endeavors, Chaz has been a member of the Rotary Club of Maumee since 2013. Chaz currently serves on the club’s board of directors and was the club’s president in 2020. Chaz received his MBA from the University of Toledo and his Bachelor’s of Science degree from Bowling Green State University.
- “One of the reasons I enjoy working with people over the age of 55 is that many are beginning to get excited about the prospect of retirement. I love talking with pre-retirees about their goals, aspirations, and vision for life after work. Helping empower them to focus more on family and less on finances, while also making their retirement dreams a reality, is what I find most satisfying about my work.”
- “During my near-twenty years of experience as a financial advisor, I’ve worked for banks, brokerages, and independent firms. One universal truth I’ve learned along the way is that you are only as good as the team around you. For this reason, I’ve chosen to partner with America’s Retirement Headquarters to help build the essential infrastructure necessary to support my clients.”
- “The time I spent earning my MBA from the University of Toledo and my CERTIFIED FINANCIAL PLANNER™ designation from Bowling Green State University taught me one thing – the time you spend educating yourself is always time well spent. That’s why, every two years, I complete more than 30 hours of continuing education to help ensure I deliver the highest standards of professional, ethical, and technical expertise my clients deserve.”
