Chase is a Managing Director - Investments. Prior to joining Wells Fargo Advisors in 2019, Chase was a Vice President and Senior Financial Advisor at Merrill Lynch, where he began his career in 2012. Chase is regularly recognized by Forbes and has recently been named to the 2024 “Best-in-State Next Generation Wealth Advisors, #2 in Utah”, the “2024 Forbes Best-In-State Wealth Advisors, Utah” and 2023 Forbes “Top Wealth Management Teams, #33 in the United States. Chase was also named to the 2024 Top 100 National Next Gen Advisors List, (#8) by AdvisorHub.
Chase holds the prestigious Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. This allows Chase to work with business owners in pre-planning efforts that include valuation, tax and estate planning as well as exit options. Chase also holds the Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning.
Within the firm, Chase was named a Private Wealth Advisor as well as a Platinum Council member from 2021-2024. Chase graduated from Brigham Young University with a bachelor’s degree in real estate and business. Chase has been married to his wife Bridget, for 16 years. Together they have six children, five boys and one girl. They reside in Centerville, Utah. Chase enjoys coaching his children’s sports as well as mountaineering and golf. He also enjoys serving the community through his volunteer roles within The Church of Jesus Christ of Latter-day Saints.
CA Insurance License Number: #1576803, Resident State: UT.
2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub). Fee paid for use of marketing materials. The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Next Gen ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
