Designations and Licenses

Chase is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Chase supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Prior to joining Mariner full-time, Chase was a financial planning intern. Before that, he was a real estate appraisal assistant at Stanford & Feuerborn.

Chase holds a bachelor’s degree in financial planning from the University of Georgia and an MBA with an emphasis in finance from the University of Kansas.

Personal Interests

Away from the office, Chase supports Shatterproof, Knox Martin Foundation and Welcome House. He enjoys playing golf and basketball and watching the Kansas City Chiefs, Kansas Jayhawks and Georgia Bulldogs.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.