Chad Curtis

As a Senior Retirement Plan Consultant and the Firm Technology Leader, Chad enjoys the dual challenge of managing over 100 combo plans for clients while guiding the team through technology advancements and support. Over his 11 rewarding years with the company, he has taken on increasing responsibilities and was incredibly honored to receive the Founders Award in 2024.

When he's not immersed in retirement plans or tech, Chad and his wife are often deep in planning their next travel adventure; sometimes as far as two years in advance. His passion for travel has made him highly skilled in award travel using credit card points. Their recent unforgettable trip to the Maldives, Singapore, and Tokyo was entirely booked with points, including business class flights and hotel stays. Chad finds that the strategic planning required for these trips mirrors the dedication and precision he brings to his professional work.