About Chase
Chase works alongside a team of advisors to build relationships with clients and provide guidance for their financial and life choices. He sees himself as a comprehensive advisor who tailors advice to his clients’ specific needs. A team player, he also works directly with the client service team to prioritize the best outcomes for clients. Throughout his career, he has developed an entrepreneurial spirit that motivated him to become an advisor. He particularly enjoys finding ways to help business owners succeed, and he believes in getting to know his clients personally. His clients are the reason he looks forward to work, and he always strives to keep an open line of communication with them.
Although he was born in Michigan, Chase considers St. Louis his hometown after relocating to the city at a young age. In his free time, he enjoys playing hockey, golfing, and spending time outside with his dog, Coca. He also enjoys traveling and has even visited far-flung places such as Hong Kong, Singapore, and Macau. He looks forward to expanding his list of destinations in the future.
Education and Professional Milestones
-Missouri State University - bachelor’s degree in marketing management with a minor in finance
-Was a client service specialist at Ameriprise Financial
Chase works alongside a team of advisors to build relationships with clients and provide guidance for their financial and life choices. He sees himself as a comprehensive advisor who tailors advice to his clients’ specific needs. A team player, he also works directly with the client service team to prioritize the best outcomes for clients. Throughout his career, he has developed an entrepreneurial spirit that motivated him to become an advisor. He particularly enjoys finding ways to help business owners succeed, and he believes in getting to know his clients personally. His clients are the reason he looks forward to work, and he always strives to keep an open line of communication with them.
Although he was born in Michigan, Chase considers St. Louis his hometown after relocating to the city at a young age. In his free time, he enjoys playing hockey, golfing, and spending time outside with his dog, Coca. He also enjoys traveling and has even visited far-flung places such as Hong Kong, Singapore, and Macau. He looks forward to expanding his list of destinations in the future.
Education and Professional Milestones
-Missouri State University - bachelor’s degree in marketing management with a minor in finance
-Was a client service specialist at Ameriprise Financial