

Tampa, Florida
Business owners, entrepreneurs, investors, and households have one common financial problem. It's increasingly hard to save due to inflation and taxes, and as a result, many get bogged down in high-cost and inflexible debt that eats away at future earnings.
The wealthy operate in a different way, prioritizing ownership of cash flowing assets. And rather than selling those assets when they need to invest or purchase things (i.e., business equipment, expansion, a new house or car, a vacation, paying taxes, or emergency expenses), they borrow AGAINST their cash flowing asset, allowing their capital to compound uninterrupted as if it's never been touched.
This is what Infinite Banking is all about: Buying a cash flowing asset with guaranteed, tax-free growth that YOU control, and safely leveraging it. By using OPM (other people's money), we retain control of our capital, and when it comes time to pay ourselves back, we recover the cost of finance by redirecting those payments back into our own privatized banking system, allowing us to avoid paying significant amounts of amortized interest to banks.
Chad began his career at a wealth management and investment banking firm, working closely with financial advisors and asset managers where he learned the ins and outs of Wall Street. He then joined a multi-billion dollar investment firm and worked his way up to head trader, specializing in sourcing liquidity for the firm’s funds, digesting and relaying critical and relevant market information, navigating volatility, managing risk, and helping generate investment ideas.
Through nearly a decade of involvement in traditional finance, Chad saw an obvious contradiction between Wall Street narratives and real world experiences. After studying banking, economics, and our money, Chad began to see how the country’s lack of sound money benefits those at the top and those in finance most while productive small businesses and skilled workers fare far worse than they did 50+ years ago.
After discovering the true power behind privatized banking, Chad saw an opportunity to help clients achieve financial independence and thrive in a system stacked against them. Today, Chad resides in the St. Petersburg, Florida area and works with small business owners, entrepreneurs, and investors across the country to regain financial control and monetize the value of their businesses.
Located in: Florida
Also licensed to practice in:
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