Prior to joining Edward Jones, I attended Campbell University, where I completed a dual-degree program, earning a master's in business administration, a bachelor's in trust and wealth management and a minor in financial planning. Upon graduating, I noticed that individuals and families in South Riding, VA, were underserved and lacked a presence of a local financial advisor. A few years later, I went on to become the first financial advisor to open a successful Edward Jones practice in the South Riding, VA, area. In 2017, I continued to grow my practice and earned the CFP® designation.

While in college, I met my wife and best friend, Lourdes McMichael, who moved to the area after our wedding in October 2016. Lourdes and I were Division I college athletes at Campbell University, playing college tennis and football, respectively. We enjoy spending time with family and friends, traveling, hiking, golf and tennis.

I recently added a branch office administrator to our team, Tammy Pierce, who has over 20 years of experience in the financial industry. She has worked at Ferris, Baker Watts, Robert W. Baird and UBS, mainly in the supervisory role. She recently decided to make a change to partner with Chad in order to work more closely with clients. Tammy moved to Northern VA over 20 years ago with her husband and son. She enjoys spending time with her friends and family, boating, watching football and attending hockey games.

As an Edward Jones financial advisor, I believe it is important to completely understand what you are working toward in order to develop the most appropriate financial strategy for you and your family. I also understand the financial world can sometimes seem like foreign territory. That is why I spend one-on-one time with each of my clients to ensure they get the attention they deserve.

Connect with me on LinkedIn and follow me on Facebook!

My Personal Interests

  • Spending Time with Family
  • Football
  • Basketball
  • Baseball
  • Hiking

Office Information

Office Address

24805 Pinebrook Rd Suite 210 South Riding, VA 20152

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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