Partner, Director of Alternative Investment Strategies
Chad Ross joined our firm in 2016 and is a financial advisor that operates as a business consultant. Additionally he offers Fee- based financial advisory services in a fiduciary capacity*. With extensive real estate investing and business operating background, Chad really enjoys working with closely held businesses in all phases of their growth cycle. For over 20 years, he has created and operated multiple businesses and therefore brings a unique knowledge base, not typical of a traditional institutional advisor. As a fee-based planner, Chad uses his ability to engage with clients at a fiduciary level*, to deliver customized plans, not tailored to products. After hearing of Gary Holvick's philosophy of financial planning, without the pressure of using any product, Chad agreed to meet. After many conversations with Gary, Chad decided to turn over the day-to-day business operations to his wife, Deanna, and join Gary at Holvick & Associates to communicate his story with other business owners and real estate investors.
Chad is married to his wife, Deanna, and together they are raising two children in the beautiful city of Frankenmuth. Chad was recently elected to the Frankenmuth City Council and sits on the City Planning Commission. Chad enjoys spending time with his family, utilizing everything the four seasons of Michigan has to offer. Chad and Deanna are also very committed to giving much of their time to non-profit groups, with a focus on preventing child abuse and neglect; and organizations that promote physical activities and healthy living for our youth.
*Representatives only act in a limited fiduciary capacity when offering certain advisory services. Any other products or services do not fall under the umbrella of the fiduciary rule. Please refer to the ADV part II for specific information. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.