Chase is originally from New Iberia and graduated from the University of Louisiana at Lafayette. He began his career as a Financial Advisor in St. Louis, MO working from the corporate office of Edward Jones Investments. After returning to Lafayette, he became an Independent Financial Advisor assisting individuals and business owners with retirement planning and portfolio management.
Chase joined Summit Financial Wealth Advisors in 2016. He assists in financial goal planning efforts for clients, client relationship management, and is a member of Summit’s Investment Committee. Chase's passion towards providing quality advice to affluent investors inspired him to obtain the Certified Wealth Strategist® designation. The primary goal of the CWS® designation is to provide financial professionals with the necessary educational resources and strategic problem-solving skills required to deliver solutions to complex wealth issues investors typically face.
Chase lives in Lafayette with his wife Megan. He loves to fish, cook for family and friends, and play the blues to his basset hound, Daisey Lou.