By June 2023, Chase successfully completed the required licensing exams to become a financial advisor. By November 2025, Chase successfully completed his Certified Financial Planner designation. Over the past year, he has been working closely with our Founder, Skip Nichols, gaining hands-on experience and training in all aspects of financial advising. Together, Skip and Chase have developed a strong partnership and will continue to collaborate on client cases moving forward.
Chase enjoys spending time with family and friends, playing pickleball, chess and listening to podcasts.