Chad is an Associate in our Lewes office. He is organized and efficient with a positive outlook. He studied at the Banking Institute of America and Penn College of Technology, where he specialized in computer science and retail management. Prior to Heirloom, Chad was a Wealth Management Client Associate with Merrill Lynch Wealth Management after beginning his career with Mariner, LF & Associates. Chad is responsible for the daily administration of all client operations. In addition, Chad handles questions related to our digital capabilities, Apps and online services. Chad is a Gastronome who loves antiquing and spending time at the beach.