Chase Lucas, CPFA
Designations and Licenses
Chase holds the Certified Plan Fiduciary Adviser credential.
Experience and Education
As a retirement plan business development associate, Chase focuses on generating new business by providing solutions to retirement plan sponsors.
He has more than four years of experience in the financial services industry. Prior to joining Mariner Wealth Advisors, he was a producer at Cornerstone Companies. Before joining Cornerstone, he held various roles at American Century Investments serving the financial advisory channel.
Chase has a bachelor’s degree in business administration with an emphasis in finance from the University of Missouri.