As a Certified Financial Planner (CFP), Chase is focused on wealth preservation and retirement planning.
Prior to joining Gauthier Wealth Partners, Chase has 10 years in the financial services industry. Chase has held roles with Oppenheimer Funds, Empower, and Cetera where he focused on investment management, including managing 401ks. Chase is now focused on building a culture of collaboration and personalization at Gauthier Wealth Partners and is excited to work closely with families and small businesses to help them navigate the complexities of wealth management. He believes each client has their own unique financial situation and therefore deserves a specialized plan to help achieve their retirement goals.
Chase prides himself on building each investment strategy on a foundation of trust, transparency, and a personalized risk tolerance.
In addition to being a Certified Financial Planner, Chase is also an Accredited Investment Fiduciary (AIF) and an investment advisor registered with the Securities and Exchange Commission (SEC). He graduated from Indiana University with a degree in Finance. When not advising clients, he is spending time with his growing family and two dogs.