Chase

Chase is a proud native of the Savannah area.  A graduate of the University of Georgia, he received a dual degree in Family Financial Planning and Finance. Chase recently passed the CERTIFIED FINANCIAL PLANNER™ exam and is currently a Candidate for CFP^® certification. 

Chase is the Support Advisor and Chief Compliance Officer for the Alpha team. His responsibilities include financial plan analysis and design, as well as investment research and developing strategies to help Alpha’s clients on the path toward their goals.  He is also responsible for making sure the firm operates in harmony with regulatory laws.

As a member of the National Association of Personal Financial Advisors (NAPFA), Chase recently became a part of the Genesis Group, a subgroup of the organization comprised of younger advisors dedicated to growing the fee-only financial planning profession. 

Having a passion for the local community, Chase is currently involved with the Emerging Leaders Committee of the Savannah Community Foundation, a group of younger professionals who provide grant money to support the efforts of local non-profit organizations.  He is also an active member of the Savannah Area Chamber of Commerce and serves on the Ambassdor Council.   

Client Emphasis:

Developing methods to help clients better understand their current financial situation and where they want to go in the future; utilizing technology in client financial plans; understanding behavioral issues surrounding financial decisions.

Life Emphasis:

Chase enjoys spending time with his friends, hanging out with his family and adopted Chinese sister, running, swimming, music, traveling, and cheering on the Dawgs during football season.  Recently with the help of a few other local professionals, he is starting the Savannah chapter of H.E.R.O. for Children, Inc., a non-profit dedicated to providing quality of life programs for children affected by HIV/AIDS in the state of Georgia.