Clarke Chase, AIF®
Retirement Plan Consultant | Managing Partner, Chase Dominion Advisors
Clarke is the founder and principal of Chase Dominion Advisors where he specializes in providing retirement plan design and consulting services to a broad range of businesses across multiple industry sectors.
Trey Jamison, AIF®, CPFA
Retirement Plan Consultant | Partner, Chase Dominion Advisors
Trey Jamison is a retirement plan consultant specializing in employee education and individual financial planning at Chase Dominion Advisors.
Barbara Y. Phillips
Vice President, Administrative Support and Compliance Assistance, Chase Dominion Advisors
Barbara leads our ERISA compliance and administration team. She has more than 25 years of experience in the retirement plan industry and has cultivated an in-depth understanding of 401(k) and retirement plan regulations.
Senior Account Manager, Chase Dominion Advisors
Cindy has been with Chase Dominion Advisors since 1995 as a pension analyst and account manager on the administrative support and compliance assistance team.
Client Service Coordinator, Chase Dominion Advisors
David Beard, CRPC®, CPFA®
Retirement Plan Consultant
David is a retirement plan consultant specializing in employee education and individual financial planning at Chase Dominion Advisors. He focuses on customized employee education programs and holistic financial planning strategies for...
Retirement Plan Services Coordinator
Suzanne supports the continuous workflow and multi-step tasks of Chase Dominion Advisors’ fiduciary process for ERISA compliance. She assists in all aspects of our retirement plan consulting services, including new client...