Chad Burton is the co-founder and CEO of NewFocus Financial Group. He serves as the chairman of the investment committee and is actively involved in the investment process.
Two decades ago, Chad was introduced to the investment world by his grandfather. As a result of their partnership, he gained valuable tools and experiences early in his career by focusing on issues specific to wealth management such as income distribution and estate planning strategies. That set the foundation for establishing a successful wealth management and financial planning firm.
As a leading wealth advisor and dynamic public speaker, Chad began making radio and TV appearances in 1999 with Rob Black and eventually started hosting his own radio show in 2002. Every year, he speaks to thousands of people at investment conferences and seminars. Podcasts of Chad’s radio shows can be found in the podcast section of the iTunes store.
Patrick Mason is NewFocus Financial Group’s Head of Investment Management. He is responsible for security analysis for dividend growth portfolios, as well as day-to-day research of market and economic trends. When making decisions, he often reflects on the best piece of financial advice he’s ever heard, from economist James Montier: “Risk is the permanent loss of capital, never a number.”
Patrick has more than a decade of experience in the wealth management industry, with a focus on portfolio management and working with high-net-worth clients. Previously, he worked at Columbia Funds, TIAA-CREF’s Wealth Management Division, and Charles Schwab & Co. At Schwab, he was responsible for asset management strategies and investment research. He earned a B.A. in economics from Colorado State University, holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Level III candidate in the Chartered Financial Analyst® (CFA®) program.
Patrick and his wife Katie live in Portland with their two children, Blake and Audrey. An avid sports fan, Patrick enjoys college and NFL football, especially cheering on his two favorite teams: the CSU Rams and the Denver Broncos. He also enjoys golf, hiking, skiing and spending time with his family.
Dan Koerner, an Investment Analyst with NewFocus Financial Group, has more than 15 years of experience in the wealth management industry, with a background in working with high-net-worth clients and institutions in security analysis and research, asset allocation, portfolio management and financial planning. Prior to joining NewFocus Financial Group, he worked at the Guardian, Robert W. Baird and, most recently, William Blair & Co. in Chicago.
Dan earned a B.A. in business from the University of Northern Iowa and an MBA degree from Arizona State University. He became a CFA® charterholder in 2002, has earned the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the CFA Society of Chicago. A resident of Portland, his hobbies include hiking, kayaking, traveling and playing guitar.
Mark Farrelly, a Lead Advisor with NewFocus Financial Group, has more than 10 years of experience in the wealth management industry. Prior to joining the firm, he served as Vice President Senior Account Executive in the Private Client Group at Fidelity Investments in Palo Alto, Calif. There, he worked with affluent private investors and focused on financial planning, asset management and retirement strategies.
Mark graduated magna cum laude from Bryant University with a B.S. in business administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association of San Francisco.
A resident of Mountain View, Calif., Mark enjoys golf, weight lifting, running, traveling and hiking.
Brad Stacey joined NewFocus Financial Group in 2008 as a Financial Advisor. Bad experiences with stockbrokers and a commitment to doing what is right for clients led him to a career as an advisor. Today, he especially enjoys working with people to attain their financial goals, and finds it particularly satisfying when he helps them realize that their dreams are within reach. Currently, Brad works with high-net-worth clients in financial planning, cash flow management and retirement strategies.
A native of the Pacific Northwest, Brad earned his B.A. from the University of Oregon and a certificate in financial planning from the University of Portland. He also holds the CERTIFIED FINANCIAL PLANNER™ professional certification and is a member of the Financial Planning Association.
Brad and his wife Lois live in Portland. His hobbies include golf and cheering on the Oregon Ducks football team.
Nicolle joins NewFocus Financial Group with several years of experience as an estate planning attorney. After deciding her true passion was comprehensive financial planning, she transitioned into an advisory role specializing in risk management, tax minimization and estate planning for high-net-worth individuals in the San Francisco Bay Area. She particularly enjoys working with small business owners, professionals and executives who understand the importance of developing and implementing a comprehensive financial plan.
Nicolle graduated cum laude from UCLA with a B.A. in communications and received a Juris Doctor (J.D.) from the UCLA School of Law. She also holds the CERTIFIED FINANCIAL PLANNER™ certification.
A resident of San Francisco, Nicolle volunteers with Girls for a Change, a national organization that empowers girls to create social change. Her hobbies include dance, soapmaking, painting, yoga and travel.
Cherie brings over a decade of experience in the financial services industry. As the firm’s operations and compliance manager, she is responsible for developing, initiating, and maintaining policies and procedures. She also oversees and manages compliance issues, conducts periodic internal reviews or audits, and improves operational systems and processes.
Cherie began her finance career in 2000 with Merrill Lynch’s Wealth Management Division in Ontario, Calif. Prior to joining NewFocus Financial, she held a Fund Administration position at LoringWard where she focused on compliance, budget, and operations for an investment trust with over $3 billion in assets. She holds a B.A. in Business Administration with a concentration in management from Pacific Union College.
Cherie and her husband Craig live with their children, Josiah and Myla, in Hillsboro. She enjoys swimming, hiking, and visiting her favorite travel destinations: Greece, Paris and Hawaii.
Mikki has 30 years of experience in financial services, office management and accounting. Prior to joining NewFocus Financial, she worked at Wells Fargo Financial where she served in the billing and operations department. Mikki began her banking career at Far West Federal Bank, where she was promoted and given the responsibility to oversee the administration and efficient daily operation of the full-service branch.