Chad A. Leigh, AIF®
with ERSI since 1994
Wealth Management Advisor
For all of the numbers involved in financial planning, emotion is often the largest component at play. As a Wealth Management Advisor, Chad A. Leigh has the unique opportunity to inspire, motivate and challenge people to fulfill their potential.
Chad believes the financial services industry allows him to truly make a difference in the lives of others. In 1997, his initial perception of the industry was affirmed when a client passed away. The client was in his early 30s, and shortly after being diagnosed with terminal cancer, met to discuss his estate and the security of his wife. Knowing the emotional wave that was coming, the client gave specific words for Chad to tell his wife upon delivering the death benefit check. “It was an emotional conversation to say the least, while difficult, helped lay the groundwork for his family's future. It was a conversation that shaped my own life and the appreciation for the importance of the work we do.”
As a result, the client’s wife was able to stay in her home and continue running her business. At ERSI, this is perhaps the highest and best use of our skills - to help secure and grow the livelihood of our families.
Outside of the office, Chad enjoys spending time with his wife, Danielle, and two children, Ella and Parker. “I love outdoor sports and have been involved in baseball for over 30 years, having played and coached through college. I continue to train in the martial arts and also coach my daughters soccer team.”
Being a part of the team at ERSI, Chad is inspired to help others overall financial situations with openness, honesty and commitment. Chad’s favorite author, Augustine "Og" Mandino II, writes extensively on the connection between adversity and advancement.
“You can have everything in life that you want, if you help enough other people get what they want.” - Zig Ziglar
Education & Affiliations:
- Lamar Junior College Associates Degree
- University of North Dakota Bachelor of Business Administration (Management & Marketing)
- Started the Denver Resource Group (Interdisciplinary group of business professionals)
- Series: 6 (Investment Company and Variable Contracts Products), 7 (General Securities), 26 (Investment Company and Variable
- Contracts Products Principal), 63 (Uniform Securities Agent State Law) & 65 (Uniform Investment Adviser Law)