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Chad, Director of Client Happiness

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I’m a planner, always have been. Never wanted to leave my future to chance (or my employer) so always took control and that included saving for retirement. As Director of Client Happiness I want to see our clients succeed so I’m always trying to help clients without all the jargon and having a little fun in the process. Retirement planning is intimidating/confusing/frustrating, but that’s where blooom helps. We are in this together.

Published on July 23, 2020