Prior to joining the McGarry Retirement Advisory Group in 2018, Chase gained valuable industry experience working for an RIA in SLC, Utah. His professional work experience also includes municipal bond underwriting and financial analytics at another firm. Chase loves statistical analysis and numbers, but his real talent is his ability to connect with people of all ages and backgrounds.
His ability to connect with people, added to his experience and financial knowledge helps Chase to create individualized financial plans for clients, which can help guide them through every stage of their life. Chase has a strong conviction that a good financial plan allows clients to make informed financial decisions with peace of mind and confidence and that is his highest priority.
Chase was born and raised in Kaysville, UT and now lives in Layton, UT with his wife Tealise and two sons. Away from the office, he enjoys golfing, camping, skiing, traveling, and watching movies.
Academic Highlights:
- Master of Science Degree in Finance (MSF) from the University of Utah
- Bachelor of Arts Degree in Commercial Spanish, Business Administration Minor, Weber State University
Community Service:
- Full-Time Mission for the Church of Jesus Christ of Latter-Day Saints in Paraguay for two years.
- Youth leader/mentor in local religious congregation
Awards & Recognition:
- Outstanding Graduate Award in Commercial Spanish, Weber State University
- Eagle Scout - BSA
Raymond James is not affiliated with the above organizations and/or charitable causes.
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