Chad Koebnick

Vice President, Specialized Tax Services


Chad has been serving advisory and tax clients for over 30 years. He has extensive experience assisting clients apply tax planning opportunities to their short and long-term business or individual goals. Chad believes that tax planning is a concert between the interests of clients and the advice and counsel of the advisor. He believes, “a tax goal can never be achieved without both parties’ agreement on the goal. Planning without the end in mind, will result in unmet expectations for both parties.”

Chad has spent his career in client service. His experience includes success in several public accounting firms and time as a chief financial officer in a privately held business. He has a history of planning success with businesses and individuals in domestic and international disciplines. Chad’s continues to develop new techniques while drawing upon his foundation in the tax Code and Regulations.

Chad’s crusade is client service. The success of clients and those he works with provides a center, from there, good things come to all participants.
Chad has a bachelor’s degree in accounting and master’s degree from the University of Minnesota, and years of professional experience. In his off time, he can be found on the golf course, spending time with his family, reading, or on the daily dog walk.

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