After starting his own brokerage account at age 15 and conducting research on securities ever since, Chase leveraged his passion for efficiently utilizing excess capital for future gain into a career in the financial services industry. After working as a licensed banker and a financial representative at another broker-dealer, Chase was recruited to the CoSource advisor team in 2024.

As a financial advisor, Chase works with individual clients and retirement plan participants to formulate financial goals, plan for retirement, and establish appropriate portfolio allocation. He is instrumental in helping employees make rollover decisions and providing reporting and benchmarking analysis to CoSource customers.

Chase holds an undergraduate degree in business administration from the University of Louisiana and is currently enrolled in the masters program at UL with a focus in finance.