Chad Sinclair

Chief Financial Officer


Chad Sinclair, CPA, is the Chief Financial Officer at Innovation Refunds, leading finance activities and driving the company's success. With a background in transformative finance leadership, Chad previously served as CFO of Trilogy Financial and successfully doubled assets under management at a wealth management firm. He brings 12 years of experience from both private and publicly traded financial services companies including prestigious public accounting firms like Deloitte and Ernst & Young.

Chad holds a Bachelor of Science degree in Applied Accounting from Oxford Brookes University and is a Certified Public Accountant. He finds inspiration in Innovation Refunds' mission to empower small businesses in America and thrives in a collaborative team of fun, high-integrity, and relentless individuals. Chad resides in Key Biscayne, FL, where he spends time enjoying the coastal lifestyle with his wife and three children.