Chad Yonker is the Chairman & CEO of GoodWorks Financial Group, and Executive Chairman of Wheeler & Taylor and its partner GoodWorks Financial Group companies.

Prior to GoodWorks Financial, Mr. Yonker founded Litchfield Capital Management in 2002 as a specialist investment manager focused on the financial services, insurance and real estate sectors of the public and private equity markets. The company quickly grew into one of the largest global financial services specialist hedge funds, compounding net returns to its investors in excess of 14% annually over an eight-year period of time in which the S&P Financials index lost nearly 50% of its value.

Prior to founding Litchfield Capital, Mr. Yonker was a Managing Director at the specialist investment bank, Fox-Pitt, Kelton’s (FPK) financial companies research team, ranked 1^st or 2^nd globally for insurance and financial services research in 2000, 2001 and 2002 by Institutional Investor Magazine’s Survey of Global Institutional Investors. While at FPK (1994-2002), Mr. Yonker was seven times named an “All-Star” and “5-Star Analyst” for his research work and investment recommendations in the banking, insurance and consumer finance sectors. Prior to joining FPK, Mr. Yonker was an analyst at the investment management and venture capital firm of Robert W. Duggan & Associates.

Mr. Yonker is a Chartered Financial Analyst (CFA) charterholder, and holds a degree in Business Economics and Accounting from the University of California at Santa Barbara. As a financial institutions expert, Mr. Yonker has been widely quoted by publications such as The Wall Street Journal, Investor’s Business Daily, Barron’s, The New York Times, The Washington Post, The Los Angeles Times, The Wall Street Transcript, The American Banker, Buyside Magazine, IA Magazine, Crain’s Business, MarketWatch, SNL Securities, as well as various newswires and regional newspapers, magazines and publications.

Douglas Goudey is the Chief Financial Officer for Wheeler & Taylor, Inc., and President of Wheeler & Taylor Real Estate Company, Inc.

Mr. Goudey joined Wheeler & Taylor in 1994 after earning a Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts. After working in multiple roles throughout the company Mr. Goudey was named Chief Financial Officer in 2010, and was subsequently named President of Wheeler & Taylor Real Estate Company in 2014. Mr. Goudey is a Certified Insurance Counselor (CIC), earning that designation in 1998 from the National Alliance for Insurance Education & Research.

Concurrent with his dual roles at Wheeler & Taylor, Mr. Goudey serves in many community roles in the Southern Berkshires. He currently serves as the President of the Stockbridge Land Trust, Treasurer/Secretary for the Berkshire County Board of Realtors, Assessor for the Town of Stockbridge, and is a member of the Stockbridge Tourism Committee. A few of his past roles include: Member of the Stockbridge Fire Department, President and Treasurer for the Stockbridge Fire Company, Treasurer and Trustee for the Laurel Hill Association, Treasurer and Executive Board Member for the Stockbridge Chamber of Commerce, Treasurer and Trustee for the Stockbridge Library Association, and Trustee for the Stockbridge Bowl Association.

Mr. Diaz is a Senior Vice President of Wheeler & Taylor Inc. responsible for Marketing, Sales and Agency Mergers & Partnerships.

In the role of Agency Mergers & Partnerships, Mr. Diaz is responsible for identifying and developing a true and principled alternative to “financial transaction” acquisitions – an alternative built on a foundation of honesty, transparency, shared values, and the true spirit of partnership.

Mr. Diaz has 30 years of experience in the insurance industry. Experience includes Individual Financial Planning, Client Services Divisional implementations, Disability Income claims, SIU, litigation, mediation & settlement proceedings, sales, and marketing. He attended the University of Colorado, Colorado Springs, where he began his career as Field Underwriter for MONY. He was then directly involved with establishing a Remote Service Center and Disaster Recovery location for MassMutual in Denver. He was the first Disability Field Consultant for the Berkshire Life Insurance Company. His experience spans the industry and country, working extensively on both the East and West Coasts.

Mr. Diaz maintains a strong, diverse, and ever-increasing knowledge of products and risk transfer, and holds numerous professional industry certifications including Certified Insurance Counselor (CIC), Certified Professional Insurance Agent (CPIA), Certified Insurance Service Representative (CISR), Associate Life & Health Claims (ALHC).

Mr. Diaz was a member of the Hagerty Agent Advisory Board. He was a two-time President of the Tri-Town Rotary Club and named a Paul Harris Fellow.  He has served on the Board of Directors for both the Rotary Club and Multicultural BRIDGE. He has served on Panels for Monument Mountain and Lee High Schools to educate parents and teens on the risks and consequences of underage drinking.

Mr. Blauvelt joined Wheeler & Taylor in 2005 as Operations Manager and currently serves as the Director of Human Resources & Administration while also serving as Corporate Secretary. In this capacity, he is responsible for talent acquisition, licensing, compliance and providing advice and assistance to the executive management team and the board. His work extends across all company departments and disciplines.

Prior to his tenure at Wheeler & Taylor, Mr. Blauvelt worked for MassMutual Financial Group. While at MassMutual, he had a successful career as a Director within the Claims Organization, where he managed large, complex teams in diverse areas. He eliminated backlogs, streamlined operations and improved the customer experience. Prior to relocating to the Berkshires, Mr. Blauvelt spent the bulk of his career in New York with large, multi-national insurance companies where he focused on accounting, financial reporting, interdisciplinary team management and customer service.

Mr. Blauvelt received his BA in Accounting and Economics and an MBA in Finance (both from Rutgers University), and earned his Chartered Property Casualty Underwriter (CPCU) designation in 1989. Mr. Blauvelt has also been an active member of his community, serving on numerous boards and in elected offices. He currently serves as a member of the Great Barrington Finance Committee and chairs the local Community Preservation Committee.

In his role as Vice President & Practice Leader, Mr. Moroch is responsible for overseeing the risk and insurance interests of our High-Net-Worth Private Client population.

Prior to joining the GoodWorks Financial and Wheeler & Taylor team, Phil spent nine years working as a High-Net-Worth personal lines insurance executive for Acrisure where he was consistently ranked as one of the highest producing individual HNW agents in the nation with the “big-three” carriers that dominate the HNW market (Chubb/ACE, AIG, PURE).

Today Phil focuses most of his time on managing the Private Client practice group while protecting and advising high-net-worth and affluent families with specialized expertise in coastal properties and portfolios with multi-state, international, and other unique geographic or risk exposures.

Mr. Moroch graduated with a degree in Business Administration from Eastern Connecticut State University, completed his MBA in 2011, and holds the prestigious Certified Personal Risk Manager (CPRM) designation.