Education Associate
West Region

CHASE
SMITH

A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.

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60

DISC GOLF
COURSES

Chase Smith is laser focused on helping advisors find the right fit. Working to understand advisors’s goals, business structure, and needs, he curates solutions that improve their client’s experience.

Great Lakes >

  • playing or watching sports 93% 93%
  • craft beer 72% 72%
  • iced coffee 85% 85%

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@CHASESMITH