CW

Chad Whitzel

Associate Advisor at Bay Point Wealth

Chad Whitzel is currently an Associate Advisor at Bay Point Wealth. Chad has over 20 years of experience in the financial industry. Prior to joining Bay Point, Chad was the owner of JSK Financial, a comprehensive financial planning firm in Annapolis, MD. Chad has also worked as a Director at McGladrey, where they provided wealth management services. Chad is a Certified Financial Planner and has a Bachelor's degree in Finance from the University of Maryland.

Chad Whitzel attended East Tennessee State University for their undergraduate degree. Chad then went on to attend law school at the University of Tennessee.

Their manager is Jim Kantowski, CIO. Some of their coworkers include Zach Frank - Associate Advisor, Samantha Sachs - Director of Tax Services, and Jake Sadler - Financial Advisor.

Timeline

  • Associate Advisor

    Current role