Chad Caywood

Investment Porfolio Associate


Chad had been a licensed broker since 1982, after 10 years in the business he teamed up with Trent so they could each focus on their strengths. While Trent focuses exclusively on managing stock portfolios for his clients, Chad addresses all the other needs that clients with a desire for diversification are in need of. Assisting clients build strategies that emphasize current income and using outside money managers to build the desired investment plan are areas that Chad focuses on. He is also the "customers man" and deals with the immediate needs that clients regularly face. Chad is married with three children and ten grandchildren. He and his wife, Ronda, enjoy attending the grandchildren's various activities and games.