Chad A. Noorani, QKA Retirement Plan Consultant | Operations ManagerSchedule time with meChad joined Benefit Financial Services Group in 2011 and is currently a Retirement Plan Consultant to a number of corporate and public clients.  In addition to his client responsibilities, Chad is responsible for leading the design and development of new client deliverables and creating efficiencies within...

Michael Allbee, CFP® Principal | Senior Portfolio Manager | Chief Compliance OfficerSchedule time with meMichael is a member of the Investment Committee. He is also our Chief Compliance Officer, ensuring that we are in compliance with all government regulations. Michael’s main responsibilities include managing and monitoring client portfolios, researching and monitoring our mutual fund...

Tina Schackman, CFA®, CFP® Principal | Senior Retirement Plan ConsultantTina re-joined Benefit Financial Services Group in 2019 after spending 7 years with Prudential Retirement.  Tina was originally with BFSG from 2004 to 2011 and primarily served as an Investment Consultant to a number of corporate and public clients.  Tina currently serves as a Principal and Senior Retirement Plan...

Darren Stewart, JD Principal | Senior Retirement Plan ConsultantDarren joined Benefit Financial Services Group in 2006 and currently serves as the primary Investment Consultant to a number of corporate and public clients. His legal background is instrumental in the review of contracts and service agreements on behalf of BFSG’s clients and during his tenure he has contributed significantly to the...

Christopher Rowey, AIFA® Principal | Senior Retirement Plan ConsultantChristopher joined Benefit Financial Services Group in 2007. His responsibilities include serving as primary Investment Consultant to a number of corporate, public and higher education retirement plan clients. His extensive industry experience dates back to 1987. Prior to joining BFSG, Chris worked for the Capital...

Steven Lee Yamshon, PhD Managing PrincipalSteven Lee Yamshon is a Managing Principal at Benefit Financial Services Group and a member of the Investment Committee. With over 35 years of experience, Steve provides valuable insights and perspectives on the economy, markets, and investments. Prior to joining BFSG, LLC, Steve was managing clients and investments at Stevens First Principles Investment...

Grace Y. Lau, MBA, CFA® Founding Principal | Senior Wealth ManagerWith over 35 years of investment experience, Grace leads the wealth management division’s Phoenix, Arizona office. Prior to starting her own firm, Pacwest Financial Management, Inc., which merged with BFSG, LLC. in 2017, she worked in various portfolio and wealth management roles at First Interstate Capital Management, Barclays...

Patrick Powers, CFA®, CFP®, CPA (Retired) Founding PrincipalWith over 30 years of investment experience, Patrick is a Managing Principal at Benefit Financial Services Group. Patrick is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. He was formerly a Certified Public Accountant with a Personal Financial Specialist Designation (CPA/PFS). Patrick is a member of the Investment...

John Campbell, AIF® Founding PrincipalJohn is the founder and Co-President of Benefit Financial Services Group. For over 25 years, he has been working with retirement plan fiduciaries to improve and enhance retirement plan offerings. As the Managing Principal of Institutional Services, he helps to direct the firm’s vision while overseeing its activities. John earned an Associates’ Degree in...

John Campbell, AIF® Managing PrincipalJohn is the founder and Co-President of Benefit Financial Services Group. For over 25 years, he has been working with retirement plan fiduciaries to improve and enhance retirement plan offerings. As the Managing Principal of Institutional Services, he helps to direct the firm’s vision while overseeing its activities. John earned an Associates’ Degree in...

PRESIDENT'S LETTERJohn Campbell, AIF® Managing PrincipalLorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Fermentum posuere urna nec tincidunt praesent semper feugiat. Fames ac turpis egestas maecenas. Vitae suscipit tellus mauris a diam. Eget felis eget nunc lobortis mattis aliquam faucibus purus. Augue lacus viverra...