Chad entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning.
Chad is a prominent CERTIFIED FINANCIAL PLANNER ™ practitioner that owns an innovative wealth management firm, The Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with LPL Financial. In addition, he has Certificates in Family Business and Wealth Advising from the Family Firm Institute, which provides him with more expertise to assist businesses owners. He is a member of the Baton Rouge Financial Planning Association, the Baton Rouge Estate and Planning Council, the Louisiana Entrepreneurs' Organization, and Vistage. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning.
He and his wife Rose are proud parents to Conrad, Cole, Christopher, and Charles Max.