Chase’s drive, heart, and focus contribute significantly to the exceptional client experience that our team at Oley Kinser Concierge Wealth strives to deliver. Chase’s previous client service experience, while working closely with a discerning clientele at the Miromar Lakes Golf Club in Southwest Florida, has provided an excellent knowledge base and foundation to provide an exceptional wealth management experience today.

In his role as a Client Service Associate on the Oley Kinser Concierge Wealth team, Chase is primarily focused on supporting the team’s financial advisors.

Hailing from Atlanta, Georgia, Chase moved to Southwest Florida in 2012, where he attended Gulf Coast High School in North Naples. Chase was a multi-sport athlete at Gulf Coast, where he served as captain of the varsity lacrosse team and was a wide receiver on the football team.

Chase began his collegiate career at the University of Alabama, went on to spend a year at Flight School in Montana, and then completed his undergraduate studies at Florida Gulf Coast University, earning a Bachelor of Science degree in Finance. Chase has continued his pursuit of financial education, as he is currently studying for the CERTIFIED FINANCIAL PLANNER™ exam, with a planned testing date in late 2024.

Beyond business hours, Chase is both an avid golfer and tennis player, fully capitalizing on our beautiful Southwest Florida weather. Chase also enjoys visiting and spending time with his family, whom continue to reside in Georgia.