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Chad Smith, MBA

Chad Smith, MBA

Financial Advisor

Chad was born and raised in southeastern, Michigan. He has a business degree from Eastern Michigan University and a MBA from Liberty University. Chad spent eight years with Cardinal Health serving as a project manager and in various other roles. Following his time at Cardinal Health he oversaw the operations for a family owned business before joining the financial services industry in 2010.

Chad brings a vast array of business experience to his financial services practice. He is dedicated to coordinating his clients financial lives to help them better understand the interdependent nature of the decisions they make. He provides them with a comprehensive look at their financial world and provides an effective method of documenting their progress. Chad enjoys being able to make a difference in his clients’ lives and providing them increased uses of their assets, reduced financial risks, and more flexibility when it comes to their finances.

Chad currently lives in Flatrock, MI with his wife and three kids. In his spare time you will find him on a field coaching travel baseball and high school football. He is very active in his local church and in the community. If you are up in the morning you will find him working out at the local YMCA and/or playing a game of pickleball.


Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0I05160