About Chase
Chase works alongside a team of advisors to build relationships with clients and provide them with financial planning that seeks to meet their current and future needs. Chase offers clients comprehensive and holistic planning that includes taxes, estate, charitable giving, investments, and more, with planning tailored to their specific needs. A valued member of a collaborative team, he also works directly with client service associates to prioritize quality 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 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 and coaching hockey, golfing, and spending time with his wife, Alexis, and their dog. 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 previously a client service specialist at Ameriprise Financial
Chase works alongside a team of advisors to build relationships with clients and provide them with financial planning that seeks to meet their current and future needs. Chase offers clients comprehensive and holistic planning that includes taxes, estate, charitable giving, investments, and more, with planning tailored to their specific needs. A valued member of a collaborative team, he also works directly with client service associates to prioritize quality 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 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 and coaching hockey, golfing, and spending time with his wife, Alexis, and their dog. 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 previously a client service specialist at Ameriprise Financial