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Certified Financial Planner® Chad Lewis Elevated to Partner at 1893 Wealth Management
Appointment builds on their promise to provide elite financial planning today, and generations into the future.
By: Northwestern Mutual - Chicago
"A combination of integrity, credibility, and expertise in the field of financial planning has made Chad a trusted advisor to our clients and a builder of our firm culture," said Chad M. McQuade, J.D., CLU®, private wealth advisor and founder of the firm. "With this new leadership role, we are delivering on our promise to clients that 1893 Wealth Management will be an elite planning firm for generations to come."
Lewis brings over ten years of experience developing client relationships through holistic planning and embracing operational principles that ensure an unparalleled client experience.
Upon graduation from the University of Colorado, he began his career as one of 12 people from across the country selected into a year-long financial representative career development program, learning from some of the country's best and brightest financial experts. After growing a practice in Northern California and starting a new firm in Boulder, Colorado, he moved to Chicago and joined 1893 Wealth Management in 2017.
With a focus on professional development, in 2021, he achieved the Certified Financial Planner® designation. He is continuing graduate studies in financial psychology and behavioral finance at Creighton University's Heider College of Business.
About 1893 Wealth Management
1893 Wealth Management (https://www.1893wealth.com/
About Northwestern Mutual
Northwestern Mutual (https://www.northwesternmutual.com/