Chase Lucas, CPFA

Designations and Licenses

Chase holds the Certified Plan Fiduciary Adviser credential.

Experience and Education

As an associate retirement plan advisor, 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.