Our Team

Chad has been with Intrinsic Investors since 2005. He supports clients by combining comprehensive financial planning, disciplined investment management, and a strong commitment to exceptional service. Known for his attention to detail, analytical approach, and dedication to following through, Chad guides clients toward confident financial decisions.

Chad's path to wealth management wasn't a straight line, and that's part of what makes him effective. After earning a B.S. in Metallurgical Engineering from UW–Madison, Chad spent several years in manufacturing, where he developed a problem-solving mindset and process-oriented thinking that shapes his approach today. A lifelong interest in investing and personal finance—sparked by purchasing his first mutual fund as a teenager—ultimately inspired a career change. He earned a M.S. in Management-Finance Analysis from UW–Milwaukee and the Accredited Asset Management Specialist® (AAMS®) designation to enhance his expertise in portfolio construction and investment management.

What Chad enjoys most is helping people make progress toward the future they’ve imagined for themselves. Whether someone is preparing for retirement, building long-term wealth, or making an important financial decision, he takes the time to listen and understand their goals before providing thoughtful, personalized guidance. Chad believes that strong relationships, objective advice, and paying attention to the details are crucial to achieving lasting results.

Outside the office, Chad enjoys spending time with family and friends. He can often be found skiing in Michigan's Upper Peninsula, paddle boarding on area lakes, or cheering on Wisconsin sports teams. He is also an avid follower of Serie A and Premier League soccer.

Bill is a founding member of Intrinsic Investors and has 21 years of investment experience coupled with an additional 21 years of risk management experience. He specializes in portfolio management and personal financial planning. He is the chief compliance officer (CCO) at Intrinsic Investors.

Bill attended Marquette University and earned a bachelor of science degree in 1973. Following graduation, he was associated with the state's largest financial institution and responsible for risk management in excess of $3 billion in assets. Since 1994, he has been affiliated with member firms of the Financial Industry Regulatory Authority (FINRA).  Intrinsic Investors is also registered with the Securities and Exchange Commission as an independent Registered Investment Adviser.

When away from the office, Bill enjoys the company of his wife, Gail, flying, traveling, golfing (after a fashion), shotgunning defenseless clay pigeons, and spending time at their Okauchee Lake property boating and enjoying the great Wisconsin summers.

Chris is a founding member of Intrinsic Investors and has more than 36 years of investment experience. He specializes in portfolio management and personal financial planning and directs Intrinsic Investor's investment research and market strategy.

Chris attended Marquette University and earned a bachelor of arts degree in 1975. Since 1980, Chris has been affiliated with member firms of the Financial Industry Regulatory Authority and the New York Stock Exchange. In 1984, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Intrinsic Investors is also registered with the Securities and Exchange Commission as an independent Registered Investment Adviser.

When not immersed in numbers and searching for what makes the market tick, Chris enjoys spending time and traveling with his wife and three grown children. He also likes the arts, volunteering time with local nonprofits, and dining and cooking with family and friends.

Dawn is a founding member of Intrinsic Investors and has 27 years of operations experience. She specializes in systems analysis and design.

Dawn earned a bachelor of business administration degree in 1987 from the University of Wisconsin Milwaukee. She was associated with the state's largest financial institution responsible for operations and management until 1997. Since then, she has been affiliated with member firms of the Financial Industry Regulatory Authority and is currently responsible for the operational management of Intrinsic Investors in its association with Charles Schwab.

When Dawn's not busy keeping operations running smoothly, she spends her time assisting local charities and nonprofit organizations, as well as playing her musical instruments, camping out with her friends, and baking cookies . . . lots of cookies!