"Your story matters. My responsibility is to listen, learn and help you live the best version of that story possible."
Chase made his way into the financial services industry by having once been a client of Trilogy himself. He soon discovered that comprehensive financial planning was the most tangible way to help his clients live their best life story. Through a deeply personal process, Chase ensures that each of his client’s specific needs and dreams are listened to and planned for. Chase holds the FINRA Series 7 registration with LPL Financial, the Series 66 registration with Trilogy Capital, Inc., and also holds his Colorado Life and Health insurance license.
Chase grew up in Southwestern Colorado where his love of cycling, skiing and spending time outdoors developed into a lifestyle he actively pursues in Denver. Attending Taylor University in Indiana, Chase received his Bachelor of Arts in Media Communication and won an Emmy Award for documentary film-making. While in college, Chase met his wonderful wife Amy who works as a charge nurse for Denver Health Hospital. Chase firmly believes that living your best life story involves being a wise steward of the resources that we’ve all been given. It is through this lens that Chase helps his clients to realize, plan for, and ultimately live out their best life story one decision at a time.
Chase has competed in numerous mountain biking, road cycling and running races. In 2016, Chase completed his first Half-Ironman triathlon in Boulder, Colorado and is constantly looking for his next challenge.