Chase joined Wealth Strategies in June 2016 as a paraplanner. He holds FINRA Series 7 and 66 securities registrations.
After graduating with a bachelor’s degree in hospitality management, he followed his first passion managing golf courses and spending the majority of his days on the links. While fun, he saw many friends and family struggling with their finances and desperately wanted to help. He decided to give up the sticks and pursue a new life of financial planning and the financial markets. This new dedication led him to complete an MBA in finance, graduating summa cum laude from the University of Wisconsin at Whitewater.
Trying to learn as quickly as possible, he traveled to St. Louis, Missouri, and went through the Edward Jones rigorous financial training program. After realizing he had far more to learn, he packed up and joined Fidelity Investments in Dallas, Texas. While cherishing his time in the Lone Star State and appreciating the opportunities Fidelity offered, he knew it was time to go back home.
Chase now lives in Verona, Wisconsin, and when not at work he can be found at a tailgate. Anything from Badgers to Bucks, he spends his time cheering for the home team. He loves adventure and is always looking for something new to learn or explore.