As a Director of Business Operations, Chad is responsible for Crestone’s operational accounting, including cash flow projections and budgeting.

Prior to joining Crestone, Chad was an Accounting Manager at Raisa Energy, an independent, private equity backed exploration and production company, overseeing accounting and financial reporting. Prior to his three years at Raisa, he spent three years at Hein and Associates as a Senior Auditor. 

Chad received his Bachelor of Arts from the University of Northern Iowa. He is a Certified Public Accountant (CPA).

What are you passionate about personally?
Learning while also helping those around me achieve their goals.
What personal accomplishment are you most proud of?
Being a father and husband!
If you weren’t working at Crestone in wealth management, what would you be doing?
When I'm not working, you can find me spending time outdoors with my family.