OUR EXPERTISE: Having a combined 100 plus years of insurance, investment, wealth management and voluntary benefit experience gives OneSource the ability to embrace market opportunities. Such as those arising from health care reform, changes in company sponsored retirement plans. Our highly experienced team, products and technology position our company and yours for long-term success.
CHAD L. FRAZIER
Chad is a seasoned insurance consultant with over 17 years of experience working with both large and small employers. He has developed a thorough knowledge in the areas of Voluntary and Group Benefit Consulting, as well as Health & Wellness Management.
Chad began his career 17 years ago at Strategic Financial Partners as a Managing Associate. He Spent seven years training, coaching and recruiting for Strategic Financial Partners. For the last 12 years, Chad has worked for a large national voluntary insurance company specializing in partnering with benefit brokers as the subject matter expert in voluntary benefit planning. Chad is passionate in building strong broker partnerships, strategic alliances and business growth strategies.
Chad and his wife Tiffany of almost 20 years reside in Folsom where they love the outdoors, spending time with family and friends. They have two children, Kaitlin and Kyle Both are very involved with sports, school and friends.
President, Wealth Management
Doug has over 20 years of wealth management experience working for major brokerage firms, banks and in the independent channel. He has worked with individuals, families, and businesses to understand, analyze, advise, and execute financial and investment strategies to meet lifestyle goals and objectives.
Doug has worked with over 1000 clients during his career and his goal is to grow and protect the wealth you have accumulated by tailoring a diversified investment portfolio to meet your goals and objectives. He does this by providing risk control, simplicity, and a customized approach along with a systematic, strategic, disciplined asset allocation approach to long-term wealth accumulation.
Doug and his wife Alana of nearly 25 years reside with their 3 children in Roseville. They love travel and spending time with family and friends. Two children, Ashley, and Tyler attend college in the area. The youngest, Josh, is active in football and baseball while attending Oakmont High School. Doug and his wife are also very active doing charitable work with the Leukemia & Lymphoma Society.