Meet Chad
Chad is a Regional Vice President based in Cincinnati, Ohio. He joined Mercer Advisors in 2024 as the market leader for Florida. Prior, he was Managing Director of the National Private Bank for Fifth Third. For more than 25 years, Chad has been advising high-net-worth clients. He began his career as a practicing attorney at a boutique law firm in Chicago, focusing on tax and estate planning, followed by working at both Deloitte and Ernst & Young advising clients on tax strategies and wealth transfer techniques. He was also a Wealth Advisor at Wells Fargo Private Bank and J.P. Morgan Private Bank. Chad graduated with a B.S. degree in business administration from Marian University and a Juris Doctor from Nova Southeastern University.
His working style
Chad is thoughtful in his approach to helping clients. He loves simplifying the complexities of wealth management for clients. He approaches every situation with care and the goal of helping clients personalize their experience.
Chad in real life
What keeps you busy outside of work?
I spend a majority of time with my family. I enjoy running, golf, and basketball.
Why do you like working at Mercer Advisors?
I enjoy the collaboration and family office experience we provide clients.
What makes you tick?
I grew up in the Midwest with Midwest values. From an early age my parents instilled in me a sense of helping others, which has shaped how I approach my life and work.
Meet Chad’s Teammates
Joanna Geier
Sr. Financial Planner
What Chad Says
Joanna does a fantastic job in modeling out a client’s financial situation and building out a strategy that incorporates tax and estate planning and investment management. She really resonates with clients.
Jonathan Gossens
Sr. Investment Strategist
What Chad Says
Jon does a great job of simplifying complex investment strategies with the goal of helping clients optimize their investment strategy.
Logan L. Baker
Lead, Sr. Wealth Strategist
What Chad Says
Logan has been instrumental in helping clients navigate the complexities of estate planning and wealth transfer techniques. He is thoughtful in his approach and is extremely knowledgeable in this area.
Steven Elliott
Tax Director
What Chad Says
Steven takes a very thorough approach in helping clients identify areas where they can reduce their tax liability. His broad knowledge and expertise is invaluable in helping clients with tax planning, not just tax filing.
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