Meet Chad
Chad is a Sr. Wealth Advisor based in Bend, Oregon. Before joining Mercer Advisors in 2025, he founded Eagle Wealth Management in 2008, building a firm known for its personalized approach and deep community ties. A CERTIFIED FINANCIAL PLANNER® professional and Luther College graduate, Chad has volunteered at Central Oregon Community College since 2010, teaching retirement planning classes and helping families gain clarity and confidence while guiding them for the long run.
Chad’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Chad has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Chad is known for his thoughtful questions, calm presence, and ability to put together the pieces of a complex financial puzzle — seeing what needs to happen now and far into the future across investments, taxes, estate, and legacy planning. A trusted advisor who genuinely cares, he guides clients every step of the way, helping them make informed decisions and feel confident about their financial journey.
Chad in real life
What makes you tick?
Growing up in Iowa, my father was a farmer and passed away far too young, leaving my mother to navigate both the family’s finances and key farm decisions on her own. Seeing the stress she carried inspired me to help other families feel secure and supported.
What keeps you busy outside of work?
Enjoying all the amazing outdoor activities that Central Oregon has to offer is a must. But most of my time outside work is spent supporting my three daughters as they dive into school, arts, and sports activities. Watching them grow into confident, creative, and driven young people is by far my favorite way to spend my time.
Favorite thing about where you live?
My wife and I moved to Central Oregon in 2005, searching for the perfect place to raise our family and where we would want to spend our time. Bend checked all the boxes — beautiful mountains, rivers, and endless outdoor adventures. We love camping, rafting, and hiking whenever we can.
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