Biography
Chase's lifelong dedication to assisting others has evolved into the concentration of guiding individuals towards a secure and fulfilling retirement. His degree in Finance and Economics, in addition to his professional designations, has allowed him to hone his skills and knowledge. His innate ability to build positive relationships and trust allows his clients to stress less about money and focus more on what makes them happy. This includes his volunteer work, particularly with JCI, where he nurtures and develops future leaders. When not meeting with clients to discuss personalized goals, Chase fulfills his vision of educating the community by hosting various financial wellness seminars and participating in community outreach.
Professional Designations
- CFP® - Certified Financial Planner
- ChFC® - Chartered Financial Consultant
- Michigan Life, Accident, & Health
Professional Associates/Volunteer
- JCI Michigan – Junior Chamber International Association
- Volunteer: JCI Michigan Events
- JCI Mentoring
- Community Healing Roofsit
Focused Areas
- Comprehensive Financial Planning
- Investment Analysis
- Budgeting & Debt Management
- Business Continuity Planning
- Life Insurance Planning
- LTC Insurance Planning
- Investment Accounts
- 401(k) Management
Educational Seminars
- Financial Wellness Series
- Social Security
- Long-Term Care
- Life Insurance
- Estate Planning
- Skip the Retirement Blues
