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Servicing
Chevron
Employees

Pfeil Leatherwood Group

We work with people employed at and retiring from Chevron. We have developed an understanding of the company’s plans and have been able to help many Chevron employees with their retirement goals. Our primary objective in working with clients has been to maximize the benefits offered under their retirement plan. Particular emphasis is placed upon analyzing distributions from the Chevron Retirement Plan, Employee Savings Investment Plan, Retirement Restoration Plan, Long­ Term Incentive Plan, Deferred Executive Plan, and any pension or deferred compensation from legacy plans of former employers. Based upon the client’s individual needs, we direct these distributions in an asset allocation model that is designed for stability, income and growth.

Click here for more information on our new Certified Private Wealth Advisor®Certification.

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Our Advisors

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Richard Pfeil

CFP®, CPWA®, Senior Vice President

Rick holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ‘88. He also holds a CERTIFIED FINANCIAL PLANNER™ certification. Rick began his career with A.G. Edwards in 2003 and joined Baird in 2013.

Rick and his wife Karen are long time Houston residents. Rick enjoys spending time with his children, Nolan and Elizabeth, specifically camping and hiking. Rick is also an active volunteer for the Boy Scouts of America.

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Matthew Leatherwood

CFP®, CPWA®, MS – Personal Financial Planning

Matt holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ’07. He obtained the CERTIFIED FINANCIAL PLANNER™ Certification in 2011 and a Masters of Science in Personal Financial Planning in 2016. Matt began his career with A.G. Edwards in 2007 and joined Baird in 2013.

Matt was born and raised in Houston where he still resides. He is very involved in the SZ Foundation charity. Matt enjoys spending time with his wife, Becky, and sons, Charlie and James, in his free time.

​*This is Not a CPA firm. Baird is not endorsed by or affiliated with Chevron.
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Chevron Lump Sum Newsletter

Subscribe to our monthly newsletter to stay informed on how interest rate changes affect your Chevron lump sum and retirement benefits. Interest rates can have a major impact on the size of your lump sum. Eg. If rates increase 1% across the board, it could lower your lump sum by almost 10% depending on your age and length of service.

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Newsletter Archives

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What is the Difference Between the ESOP and Common Shares in My Chevron 401(k)?

The implications of misunderstanding the difference could cost a retiree thousands in taxes at retirement.

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How Will Changes in Interest Rates Affect Your Chevron Lump Sum?

​When Donald Trump was elected the next President of the United States, a lot of questions were raised. The stock market did not...

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