Our Team

Chad has been with Intrinsic Investors since 2005. He currently has a dual role as both an Investment Advisor and Sales Assistant. As an Investment Advisor he specializes in portfolio management and personal financial planning. As the Sales Assistant he uses his attention to detail and problem-solving skills to support the representatives in providing exceptional service to their clients.

Chad graduated from UW-Madison in 1996 with a B.S. degree in metallurgical engineering. During his more than six years in the engineering world, which included investment casting and food can production, he developed an interest in investing and personal finance. These newfound interests led to a career change that included earning a M.S. in Management–Finance Analysis degree from UW-Milwaukee in 2007. Since joining Intrinsic Investors, he furthered his education by earning his FINRA Series 7, 63 and 65 securities registrations. In addition, Chad completed the College of Financial Planning’s Accredited Asset Management Specialist (AAMS®) Program, which is a professional designation program that provides strong fundamental financial knowledge with a focus on asset management.

Outside of work, Chad enjoys spending time with his wife and two sons, especially on the ski hills of Michigan’s Upper Peninsula, watching his sons play sports, following Packers football and Badgers athletics, and playing softball.

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 Commonwealth Financial Network®.

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!