Steven R. Schaad Operations Associate

Steven R. Schaad brings the fresh perspective of sunny California and the West to his client service responsibilities. Mr. Schaad built his financial services experience by working in major institutional money firms — Pacific Investment Management Company (commonly known as PIMCO,) Quick & Reilly — where he served as a stockbroker, and Corporate Regulatory Services, LLC. He has a proven track record of fulfilling his firms' operations function, and thus supporting client satisfaction as the number one priority.

Detail, precision, and thoroughness motivate Mr. Schaad's conscientious work ethic. Responding quickly to client's requests and questions prompt that wonderful sense of a job well done. Whether the task at hand is determining the basis of stock holdings, providing needed tax data, implementing a newly executed estate plan, or compassionately reaching out for additional client data, Mr. Schaad helps fulfill Entrust Financial's commitment to Total Service.

Like our other team members, Steve is committed to living a healthy lifestyle. He maintains disciplined eating habits and routinely logs those all-important minutes on his elliptical trainer. Steve serves as Secretary of his Condominium Board — keeping everyone on track and all the details in order.

PROFESSIONAL ASSOCIATION MEMBERSHIP

• Financial Services Institute

SERVICE ORGANIZATION

• Main Line Chamber of Commerce

NASD Securities Registration

• NASD Series 7 and 65

EDUCATION

• Bachelor of Science in Finance, Loyola University, Chicago, Illinois