Adam Chavarria

Adam Chavarria began their work experience in 2017 as a Security Officer at Shalom Austin. In 2018, they joined Charles Schwab where they held multiple roles, including Client Service Associate, where they serviced 75 independent recordkeeper clients and provided exceptional client service. Adam also worked as a Conversion Analyst, acting as a subject matter expert for new plan onboardings and engaging with third-party administrators. Adam later became a Senior Conversion Analyst, managing top-tier clients with assets over $1 billion. In 2023, Adam joined Juice Financial as a Client Engagement Manager, owning the client's entire experience throughout the sales and implementation cycle.

Adam Chavarria received a Bachelor's Degree in Business Administration & Management from Concordia University Texas. Adam completed their education at this institution from 2015 to 2018.