Chad has over 10 years of experience in tax compliance and planning. Chad’s duties include preparing the personal tax returns for Okabena Company clients and the Okabena Company corporate tax return. He also assists in the preparation of partnership tax returns and works with the tax and client service teams on estate and income tax planning projects.

Chad is a Certified Public Accountant (CPA). He received his BA in accounting from the University of Wisconsin-River Falls and a BS degree in Architecture from the University of Minnesota – Twin Cities. His prior experience includes six years in public accounting as well as several years in the construction industry.