Chad Marriott

Chad is passionate about having open, educational conversations with clients to help them navigate their financial planning journey with confidence. By simplifying complex financial topics, he strives to provide families with peace of mind, ensuring they feel informed and empowered to make the best decisions for their future.

A strong advocate for education, Chad earned his bachelor’s degree from Washington State University and further enhanced his expertise by obtaining the CERTIFIED FINANCIAL PLANNER™ designation. Since starting his career in financial services in 2016, he has worked with both families and institutions in various roles at Vanguard and Carson Wealth. In addition to his industry experience, Chad holds Michigan Life, Accident, and Health insurance licenses and is an active member of the Financial Planning Association of Michigan.

Originally from the Jackson area, Chad and his wife, Steffany, spent several years living in North Carolina and Arizona before deciding to return to Michigan. Wanting their son, Finn, to experience all the beauty and opportunities that Pure Michigan has to offer, they made Brighton their home.