About Chase
Chase is responsible for working closely with clients to help them achieve their financial goals. He works with the team’s senior advisors to develop sound client-centric strategies, foster a unique client experience, and find and cultivate new prospects.
In his spare time, Chase enjoys all outdoor activities, particularly hiking, golfing, snowboarding, and riding his motorcycle. He’s also an avid skydiver and a member of the United States Parachute Association.
Education and Professional Milestones
-California State University, Northridge - bachelor’s degree
-New York University - CFP designation
-Active member of the Financial Planning Association