As a dedicated CERTIFIED FINANCIAL PLANNER™ professional, Chase is resolute in his commitment to transforming families' financial aspirations into realities. With a deep-seated passion for cultivating financial well-being, Chase finds profound joy in collaborating with individuals, sculpting personalized financial blueprints tailored to their unique circumstances. His aim is clear: to chart a course toward his clients' desired destinations.

Chase has been a key member of the Raymond James team since 2019, where his expertise is highly valued. Currently pursuing an Executive MBA from Brigham Young University, he’s set to graduate in 2024, showcasing his commitment to continuous growth and learning. Prior to joining Raymond James, he honed his skills at Fidelity Investments, where he specialized in employee stock benefit portfolios.

Growing up near Park City, Utah, Chase learned the value of hard work and integrity through involvement in a family business. Family remains a top priority for him, evident in his delight at welcoming his son, Aiden, in September 2022, with his wife by his side.

Outside of his financial endeavors, Chase finds enjoyment in snowmobiling, woodworking, and hiking in national parks. These activities reflect his balanced approach to life and his love for adventure shared with his family.