Chad and I were on the same Field Sales Associate team for State Farm for
approximately 2 years. I still remain in that role and Chad is now a State
Farm agent. Chad and I shared a lot of the same views as it related to
Financial Services and we frequently bounced ideas off of each other. Chad
has a passion for Financial Services and has the kind of character and
personality that can truly help clients as they make their decisons about
setting up a strong and flexible plan as it relates to life insurance,
mutual funds, long-term care, bank products and annuities. I know I would
feel very comfortable having Chad as my agent. I always seek him out when we
have area meetings and functions together. He has a great team at his office
and it continues to grow as he serves more clients.
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