Richard J. Chaffee, Jr. Chief Executive Officer
Tamra S. Adams Chief Operation Officer
Heather Chiodin Manager, Underwriting & Client Services
Julie M. Even Director, Client Relations
Cher Ingles Executive Assistant & Office Manager

Richard J. Chaffee, Jr.

Chief Executive Officer

Year Started:

1982

Email Address:

rchaffee@callc.com

Office Phone:

952.746.6990

Toll Free:

877.746.6990

Connecting, sharing, and partnering.

Working in the financial services industry is an important part of Rick Chaffee's history. With a great-aunt, grandmother and uncle before him, Rick represents the fourth generation focused on the wealth transfer needs of individuals and families. For over 40 years, he has approached his clients not as wealthy people, but simply as people. Making an honest and sincere connection is at the center of Rick's style. Getting to the core of people's real needs, true hopes and greatest fears lays the foundation for long-term relationships.

Rick has worked as a specialist in estate planning since 1970 and is a member of the National Association of Estate Planners & Councils (NAEPC) and the National Association of Insurance and the Financial Advisors (NAIFA).

CA Insurance License #0702917

Certification

Masters Degree in Financial Services
Chartered Life Underwriter
Chartered Financial Consultant
Accredited Estate Planner

Education

Franklin Marshall, B.A. Economics
University of Pennsylvania, Wharton School, M.A. Management
The American College, M.S.F.S.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Chaffee & Associates, LLC is independently owned and operated. Chaffee & Associates, LLC is a member of M Financial Group.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5537810.1