A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go wrong?!
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just that.
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do so.
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments.
The Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews.
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and hosting engaging client events.
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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