Chase's lifelong dedication to assisting others has evolved into the concentration of guiding individuals towards a secure and fulfilling retirement. His degree in Finance and Economics, in addition to his professional designations, has allowed him to hone his skills and knowledge.  His innate ability to build positive relationships and trust allows his clients to stress less about money and focus more on what makes them happy. This includes his volunteer work, particularly with JCI, where he nurtures and develops future leaders. When not meeting with clients to discuss personalized goals, Chase fulfills his vision of educating the community by hosting various financial wellness seminars and participating in community outreach.