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Know what you own, and know why you own it.
- Peter Lynch
My
Story
Chase loves to serve families, business owners, and high-net worth individuals in their tailored retirement needs. He loves providing clarity with long-term plans to help build confidence for whomever he works with. ​ Chase is new to Central Ohio. He and his family have moved up from Nashville, TN and now call Westerville home. Prior to joining Ascend Advisory Group, Chase was a partner at a boutique financial firm in Nashville serving the personal and business financial needs of entertainers and entertainment companies. He brings a breadth of knowledge into the complexities of individual and institutional financial needs.
15
years in the industry
Certifications
CERTIFIED FINANCIAL PLANNER ™
Series 7 Registration
Series 65 Registration
Series 63 Registration
State Insurance License
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Education
Business, Bachelors of Science, Crown College
Financial Planning Certificate, New York University
Family
In his free time you’ll find Chase with his wife, Bethany, and their two children, Charlie and Emme. They can regularly be found outside at parks, playgrounds, or grabbing ice cream from their favorite Columbus spots. Chase is an avid BBQ fan, regularly spending his weekends making food for family and friends. Chase and his wife, Bethany, are also avid world-travelers, having visited over fifty different countries between the two of them.
Connect with Ascend
Interested in learning more or becoming a client? Please complete the contact form below so we can help you in your mission.
