About
Chad
Chad focuses on translating complex retirement plan topics into clear, practical guidance. He works closely with plan committees to understand their objectives, evaluate available options, and make thoughtful decisions for their organizations and employees. He is especially passionate about participant education and finds it most rewarding when someone leaves a conversation feeling more confident about saving for retirement or realizing that a successful retirement may be within reach.
Chad joins Focus with more than 15 years of experience helping organizations build and manage retirement plans that are designed to support employees’ retirement goals. Prior to Focus, Chad joined Benefit Financial Services Group (BFSG) in 2011, where he served as a consultant to corporate and public-sector clients, helping plan sponsors navigate fiduciary responsibilities, investments, plan design, vendor management, participant education, and an ever-changing regulatory environment.
Outside the office, Chad enjoys spending time with great people, engaging in meaningful conversation, continuing to learn, and finding opportunities to help others.
Education and Professional Milestones:
-California State University, Fullerton - bachelor’s degree in business administration with an emphasis in finance
Chad focuses on translating complex retirement plan topics into clear, practical guidance. He works closely with plan committees to understand their objectives, evaluate available options, and make thoughtful decisions for their organizations and employees. He is especially passionate about participant education and finds it most rewarding when someone leaves a conversation feeling more confident about saving for retirement or realizing that a successful retirement may be within reach.
Chad joins Focus with more than 15 years of experience helping organizations build and manage retirement plans that are designed to support employees’ retirement goals. Prior to Focus, Chad joined Benefit Financial Services Group (BFSG) in 2011, where he served as a consultant to corporate and public-sector clients, helping plan sponsors navigate fiduciary responsibilities, investments, plan design, vendor management, participant education, and an ever-changing regulatory environment.
Outside the office, Chad enjoys spending time with great people, engaging in meaningful conversation, continuing to learn, and finding opportunities to help others.
Education and Professional Milestones:
-California State University, Fullerton - bachelor’s degree in business administration with an emphasis in finance