Michael Chase, CFP®

Senior Wealth Advisor

Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER professional. 

Experience and Education

Michael serves individuals by providing customized wealth management solutions. He has a passion for understanding client needs and creates individual plans based on each client’s goals and aspirations. Prior to joining Mariner, he was a financial analyst for Aon. 

He has a bachelor’s degree in business administration with a concentration in finance from Loyola University Chicago. 

Personal Interests

Michael enjoys playing golf. 

Michael’s Offices

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