Chad Connelly

How do I help clients live a richer life?
As the Senior Manager of Administrative Operations, I help our PCFO service teams onboard new clients by removing obstacles, streamlining processes, and keeping data integrity high. I work to connect the dots for our teams to ensure the client experience exceeds expectations.

How do I align my time and money with my values and passions to Live a Richer Life?
My wife is my best friend, and I love spending time outdoors and creating new memories. We frequently spend time mountain biking or in our RV North of the Phoenix area. Working on improvement projects or woodworking is a common weekend highlight when I am closer to home. A Saturday afternoon might include exploring a local brewery or taproom with our son, as we also enjoy supporting small businesses in the community.