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Pfeil Leatherwood Group - Chevron

We work with people employed at and retiring from Chevron. We have developed an understanding of the company’s plans and have been able to help many Chevron employees with their retirement goals. Our primary objective in working with clients has been to maximize the benefits offered under their retirement plan. Particular emphasis is placed upon analyzing distributions from the Chevron Retirement Plan, Employee Savings Investment Plan, Retirement Restoration Plan, Long­ Term Incentive Plan, Deferred Executive Plan, and any pension or deferred compensation from legacy plans of former employers. Based upon the client’s individual needs, we direct these distributions in an asset allocation model that is designed for stability, income and growth.

Click here for more information on our new Certified Private Wealth Advisor®Certification.


Our Advisors


Matthew Leatherwood

CFP®, CPWA®, MS – Personal Financial Planning

Matt holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ’07. He obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2011, a Masters of Science in Personal Financial Planning in 2016, and the Certified Private Wealth Advisor® designation in 2017. Matt began his career with A.G. Edwards in 2007 and joined Baird in 2013.

Matt was born and raised in Houston where he still resides. He is very involved in the SZ Foundation charity. Matt enjoys spending time with his wife, Becky, and sons, Charlie and James, in his free time.


Richard Pfeil

CFP®, CPWA®, RMA®, Senior Vice President

Rick holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ‘88. In 2006, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. He also obtained the Certified Private Wealth Advisor® designation in 2017 and the Certified Retirement Management Advisor® designation in 2019. Rick began his career with A.G. Edwards in 2003 and joined Baird in 2013.

Rick and his wife, Karen, are long time Houston residents. Rick enjoys spending time with his children, Nolan and Elizabeth, specifically camping and hiking.

​ *This is Not a CPA firm. Baird is not endorsed by or affiliated with Chevron.​

Chevron Lump Sum Newsletter

Subscribe to our monthly newsletter to stay informed on how interest rate changes affect your Chevron lump sum and retirement benefits. Interest rates can have a major impact on the size of your lump sum. Eg. If rates increase 1% across the board, it could lower your lump sum by almost 10% depending on your age and length of service.


News Letter


What is the Difference Between ESOP & Common Shares in Your Chevron 401k? | Baird Retirement Management

The implications of misunderstanding the difference could cost a retiree thousands in taxes at retirement. ...

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How Will Changes in Interest Rates Affect Your Chevron Lump Sum? | Baird Retirement Management

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