Chad Clauser: Embracing a Long-Term Perspective in Planning for Retirement

Get to Know Chad, Lawson Kroeker’s Chartered Financial Analyst®

“People should know the Lawson Kroeker story. The company was founded over 30 years ago and is now on a third “generation”, yet the culture and values are remarkably the same as when we started. This is rare in an industry that is very personality-driven and where people are often loyal to an individual, rather than a team. It’s part of what makes Lawson Kroeker so unique.”

 

Hometown: Leavenworth, Kansas
Years in the Investment/Finance Industry:
14-plus
First Car: Small Ford pickup truck, which he drove until the wheels fell off.
Local Involvement in Omaha
: Chad is a volunteer within his church, including with the children’s programs and enjoys involvement in men’s groups.

When you’re planning for retirement, it’s wise to enlist a financial analyst to help you navigate the many decisions involved. It’s even better when that analyst is a professional who has experience in Chicago and New York – but prefers to serve clients in the Midwest where professionalism can also be friendly and relationship-driven.

Chad Clauser, a Lawson Kroeker Chartered Financial Analyst®, brings the Midwestern work ethic to the table in addition to insights gained from large-scale firms. In fact, Chad’s career has taken him to many places – Asia, Europe and all over the U.S. – and he has worked inside (or along with) many of the large global financial institutions.

Big-City Experience With Local Roots

Chad grew up in Leavenworth, Kansas, before going to the University of Nebraska in Lincoln, where he received a bachelor’s in Finance and completed minors in both computer science and mathematics. While he lived in Chicago, he completed his MBA from the University of Chicago until he relocated to New York.

Of all his accomplishments, Chad is most proud of receiving his CFA®, as it took three years of late nights and weekends studying while also working long hours at a Chicago investment company.

“These opportunities gave me a great deal of insight into the broader world of industry competitors – what they do well, but also where they fall short. Larger institutions generally provide a common product to a broader audience and the advisor is very far removed from the end customer,” says Chad.

“Professionally, large institutions provide far less in terms of being able to see the impact an advisor’s work has for clients, and it is also hard for one advisor to “turn the dial” much for the company. In contrast, Lawson Kroeker is very tuned-in to each individual client and makes decisions based on that client’s goals in a very connected way.”

Family Values in Omaha and at Lawson Kroeker

When you ask Chad what made him settle down in Omaha and at Lawson Kroeker, he says it comes down to three things: family, culture and values. “Omaha has a culture of entrepreneurship that allows it to punch well above its weight and that mentality has touched the whole community. It promotes interesting opportunities and a philosophy of continuing to push forward.”

Chad notes additional key advantages to Lawson Kroeker’s philosophy and location. “It allows advisors to think much more long-term and to be patient for things to develop instead of rushing in. It creates an opportunity to gain clients’ trust and faith when planning for retirement — and then it allows us the opportunity to actually carry those plans forward.”

What Chad Wants You to Know About Lawson Kroeker
Chad believes people should know the Lawson Kroeker story. The company was founded over 30 years ago and is now on a third “generation,” yet the culture and values are remarkably the same. This is rare, Chad notes, in an industry that is very personality-driven and where people are often loyal to an individual, rather than a team.

“Lawson Kroeker is one of the few institutions (big or small) that not only has a clear vision for the direction they are headed, but is also inherently built around a team and culture that self-preserves and has a clear succession plan for years to come,” he adds.

When Chad is not assisting clients in planning for retirement, you might see him packing up for a trip to Colorado to hike and fish. He is also involved in his church, volunteering in daycare and involved in men’s groups. He has a strong desire to raise his children well-grounded and with open hearts for the world. Chad also loves to travel and read, with a goal of seeing one new country each year.

If you’re planning for retirement, or you would like to know more about the financial planning services that Lawson Kroeker offers, make an appointment to meet with Chad. This could be your next step toward a sustainable, long-term financial plan for your future.