Professional Background:
Chase joined the Financial Services Industry in 2016, initially hired to assist with administrative duties and event planning for client events with Waddell & Reed. His skills and dedication led to a promotion as Marketing Coordinator for the IA/WI market. When Waddell & Reed was acquired in 2019, Chase transitioned to LPL Financial, staying with a great group of colleagues. In his current role as Client Relations Coordinator, he wears multiple hats, including admin duties, office management, event planning, and marketing. Chase is currently working on getting his insurance and securities licenses to better serve clients and expand his expertise in the financial services field.
Education:
University of Iowa – Bachelor of Arts (Social Work)
Personal Interest:
Chase is one of five siblings, and he cherishes spending time with his nieces and nephews. He has a passion for skiing, camping, hiking, and traveling, with a dream of exploring his ancestry overseas. In his downtime, he enjoys crocheting, cooking, and staying active through workouts.