Chase joined Meridian Wealth Management in 2023 and has over 15 years of Financial Services industry experience. He earned his Bachelor of Arts in Finance from the University of Arizona. He received his Certified Financial Planner designation in 2012 and has been working as Financial Advisor ever since. Prior to Meridian, he was a Financial Advisor with Vanguard and Goldman Sachs in Scottsdale, AZ. He uses his experience to help his clients navigate the complexities of investment planning, retirement planning, tax optimization as well as estate planning. Chase believes in a client-centric approach, tailoring financial solutions to meet each client’s unique needs and objectives. He values transparency, education, and long-term relationships, striving to empower clients to make informed financial decisions.

Chase lives in Scottsdale, AZ with his wife, Marissa, and their two daughters, Ella and Mia. He loves traveling with his family, spending time outdoors and coaching his daughter’s soccer team.

(520) 719-1433 | EMAIL CHASE | SCOTTSDALE, AZ