Safeguard

Jason Lohe, CSFP
Chartered Senior Financial Planner
CEO/President

Mr. Lohe began his career working in the professional sports world. He worked for Michael Jordan and Nike basketball, the San Jose Clash/Earthquakes of Major League Soccer, the Oakland A’s baseball company and Octagon Football.

Jason Lohe is one of the few financial advisors in the country who is a Registered Player Financial Advisor with the National Football League Player's Association.

Before starting Safeguard Financial and Insurance Services, Mr. Lohe worked as a Financial Advisor for Morgan Stanley and with the AIG Advisor Group.

He holds a series 7, 66 and 24 registration as well as a California Life, Health, and Property and Casualty license.

Mr. Lohe belongs to the:
• NFLPA Financial Advisors program
• Sports Financial Advisors Association
• Financial Planning Association
• Association of Chartered Senior Financial Planners

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Misty Walker Lohe
Senior Vice Presidents Benefits
CFO

Misty has been with Safeguard since its inception and acts as one of the corporate officers. She is a key part of Safeguard Benefits and Insurance Services in her main role as our Health Insurance expert.

Misty works with individuals and families as well as businesses of any size and is happy to help with questions and concerns about today's health insurance industry. Health Insurance is an ever changing field - Misty stays up to date on all happenings in the health field and is diligent about keeping her clients abreast as to the latest changes that may affect coverage, rates and the different carriers by region.

"Health Insurance" means more than just medical coverage. Misty is able to help clients with benefits packages that include medical coverage as well as dental, vision, chiropractic care, acupuncture benefits, prescription plans, and more.

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Alex S Chang, MBA
Senior Vice President Investments

Mr. Chang has worked in the financial industry since 1991. Prior to joining Safeguard, Mr. Chang worked on the bond desk for Bear Stearns New York Institutional team, and worked as a financial advisor for Merrill Lynch’s Institutional and Global Private Client Group, and Morgan Stanley’s Global Wealth Management Group.

Mr. Chang is a graduate of the University of California Berkeley Haas School of Business and has a MBA from the University of Southern California Marshall School of Business.

He holds a series 7, 66 and 31 registration as well as a California Life and Health license.

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Paul J Saad, MBA
Investment Advisor

Prior to joining Safeguard in 2009, Paul spent 5 years with Merrill Lynch’s Global Wealth Management Group, where he focused on working with physicians, small business owners, and families in transition. His professional experience also includes providing consultative solutions to the Financial Services industry and financial analysis at a foreign investment bank.

Paul earned his BA in Economics from McGill University and an MBA in Finance from the University of Western Ontario (Ivey School of Business). He is registered as both a General Securities and Investment Advisor Representative. In addition, he is an affiliate member of the Diablo Valley Estate Planning Council and the Contra Costa County Bar Association.

Paul frequently speaks to groups of physicians on topics such as retirement planning, asset protection, and balancing risk and return. In addition, he has presented to organizations such as the Manufacturers Agents National Association (Northern Cal), the Electronics Representatives Association (Northern Cal), the Berkeley Bar Association, and the Alameda County Bar Association on "Structuring Retirement Plans for Small Businesses".

Born and raised in Montreal, Paul now lives in Danville, California with his wife Kathy, their three children and their golden retriever. His interests include playing guitar, hockey and skiing

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Matt Greene
Investment Advisor
6 Degrees Financial & Insurance Services

Matt began his career working in the professional sports world for the San Diego Padres and Los Angeles Dodgers AAA affiliates as part of Mandalay Sports Entertainment. This led him to positions at Integrated Sports Marketing, Padres radio, and Active Sports Marketing Group in the marketing, advertising, development, naming rights, and sponsorship arenas.

Before starting 6 Degrees Financial and Insurance Services as a division of Safeguard Financial, Matt Greene worked as a Financial Consultant for AXA Advisors while building an extremely successful professional networking group in San Diego, 6 Degrees.

Matt earned his BA in Law & Society from UC Santa Barbara with a Minor in Sports Management and currently resides in San Diego. He is registered as both a General Securities and Investment Advisor Representative holding series 7 and 66 registrations as well as a Life and Health license in the states of California and Washington. In addition, he is a member of the Financial Planning Association, San Diego Downtown Partnership, President of 6 Degrees Networking, as well as a member of many other local organizations.

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R. Paul Morey
Registered Representative

Mr. Morey has worked in the financial services industry as both a Financial Advisor and a Registered Representative for over 20 years.

He holds a series 7 and 63 registration as well as a California Life and Disability insurance license. Mr. Morey is a Registered Representative of Cambridge Investment Research, Inc.

Mr. Morey began his career with Financial Network Investment Corporation a subsidiary of ING in 1983, and has joined Safeguard as a financial consultant.

Benjamin McConley, MBA
Consultant

Prior to joining Safeguard, Mr. McConley held a position at Forrest Capital Management, a long/short strategy hedge fund. Along with management of assets, Ben was head of the private equity and venture capital investment divisions of the organization. He raised capital from accredited investors and facilitated bridge loan investments to corporations.

Mr. McConley is involved in numerous philanthropic activities and is the Co-Founder of Kouture Philanthropy, an organization which helps fund other worthy, less recognizable charities. He is highly respected and sought after within the sports and entertainment community, as well as corporate America.

Mr. McConley holds a Florida Life, Health and Annuity License and is working toward his CFA designation.

He belongs to the following professional organizations:

1. Professional Risk Managers Association
2. American Financial Services Association
3. North American Society for Sports Management
4. NFL Alumni Association – Associate Member

Mr. McConley received a Bachelor of Science in both Finance and Marketing from Louisiana State University. He also earned an MBA from Florida State University and an Executive Degree from Columbia University. He currently resides in Miami, Florida with his wife Kristal Caron, of Krissy's Diamonds and The Blue Bird Club.

Contact Ben McConley