Prior to joining M2 Wealth Advisors in 2018, Chase gained valuable industry experience working for an RIA in SLC, Utah. His professional work experience also includes municipal bond underwriting and financial analytics at another firm. Chase loves statistical analysis and numbers, but his real talent is his ability to connect with people of all ages and backgrounds.

His ability to connect with people, added to his experience and financial knowledge helps Chase to create individualized financial plans for clients, which can help guide them through every stage of their life. Chase has a strong conviction that a good financial plan helps clients make informed financial decisions with greater clarity and reassurance, and that remains his highest priority.

Chase was born and raised in Kaysville, UT and now lives in Layton, UT with his wife Tealise and two sons. Away from the office, he enjoys golfing, camping, skiing, traveling, and watching movies.