Company's 401(k) Plan.
01 April 2010
Please help us welcome two of our newest team members, Tom McHugh and Kevin Chang, who both joined the Smart Investor team in January 2010 as Client Relationship Managers.
Tom McHugh brings with him 25 years of experience in financial services and is passionate about helping clients develop solutions so they can keep the promises they have made to themselves and their loved ones. In his new role, Tom primarily works with business owners to establish and maintain their qualified retirement plans. He will also assist business owners with their personal financial planning, estate planning and investment management needs. Tom’s focus at Smart Investor is to develop and manage client relationships, including retirement plan sponsors and participants.
Tom is on the Charity Allocations committee of the Rotary Club of Stockton and is a board member at St. Marys Interfaith Community Services in Stockton. In his free time, he enjoys a variety of outdoor activities including skiing, fly fishing, cycling and camping. He currently resides in Stockton, California with his wife Jayne and their two sons.
Read Tom McHugh’s full Bio.
Kevin Chang brings to Smart Investor Big Four audit experience. He was a senior auditor in the San Francisco office of KPMG, specializing in real estate audits. In this role, Kevin is responsible for developing and managing individual client relationships and overseeing the implementation of financial planning recommendations. A significant portion of Kevin's efforts are devoted to assisting retirement plan sponsors and plan participants achieve their financial objectives.
A resident of Roseville, Kevin enjoys tennis, golf, cooking and traveling. He also volunteers with Big Brothers and Sisters of America, the nation's leading youth mentoring organization developing positive relationships that have a direct and lasting impact on the lives of young people. Read Kevin Chang’s full Bio.