Chase has 7 years of experience in the financial services industry. He holds a Bachelor of Arts in Business Administration with a concentration in Finance from Seattle Pacific University. He holds FINRA SIE, Series 7, and Series 66 licenses and also has Washington State Life, Disability and Variable Lines Insurance licenses. He has previously received his WMCP® designation and recently received his CPWA® designation as well. The Certified Private Wealth Advisor® designation is provided to financial professionals who have demonstrated advanced knowledge in several key categories, including estate planning, effective wealth transfer, strategic tax planning, and impactful legacy planning.
A native of Seattle, Chase is an avid Seattle Mariners and baseball fan. He enjoys traveling (including having attended games at every Major League Baseball stadium except the new Texas Rangers stadium that opened during the COVID-19 pandemic), spending time with friends and family, and spoiling his two adorable cats. In his free time you have a good chance of either seeing Chase rooting on his hometown Mariners or officiating high school, club or collegiate volleyball matches.