Chandler Julian, CPA, AIF

President & Chief Financial Officer

Chandler earned both his Bachelor’s and Master’s degrees in Accounting from Lipscomb University in Nashville. Chandler is a Certified Public Accountant (CPA), an Accredited Investment Fiduciary (AIF®)designee, and holds a Series 65 investment license as an Investment Adviser Representative (IAR) with ERISA Advisers, Inc.

Chandler directs of ERISA Consultants’ operational and strategic activities. The firm’s core operations include market trading activities, retirement plan valuation accounting, financial reporting, client experience, and internal control.  Chandler also oversees the technology infrastructure, which includes the company’s cloud platforms, client web portals, CRM systems, and corporate websites.

Additionally, Chandler has worked extensively in the development of flexComp, a proprietary software solution.  As a project leader, he leads the analytical, development, and creative teams to produce a cohesive end result.

Chandler currently serves as a member of Charles Schwab’s Retirement Technologies Board, and he’s passionate about pushing the retirement plan industry forward.

Outside of work, Chandler enjoys listening to music and playing guitar.  He lives with his family in Franklin, TN.