Chace, a dedicated financial professional, joined Atlas in 2015 after gaining experience in Medicare Insurance sales and the banking industry. These early roles laid the foundation for his current success. Valuing dependability as one of the highest compliments, Chace considers it one of his greatest strengths. He is driven by a passion for helping people solve problems, overseeing clients’ financial futures, and establishing enduring relationships.
Backed by a skilled team of client service representatives, operations specialists, analysts, and advisors, Chace and his colleagues at Atlas are committed to delivering an exceptional client experience. Chace earned his BS in Personal Financial Planning from Utah Valley University, graduating from one of the nation’s top three programs. He solidified his expertise by passing the CERTIFIED FINANCIAL PLANNER™ exam.
Chace specializes in crafting comprehensive financial plans, managing cashflow, and strategically allocating risk and portfolio assets to ensure stability in client plans. Beyond his professional endeavors, Chace finds joy in his role as a husband to his beautiful wife Jade and a father to three incredible children. When not assisting clients, he can be found coaching little league soccer, enjoying boating, spearfishing, mountain biking, or creating lasting memories with family and friends.
Contact Information:
email | [email protected]
phone | (801) 281-3411
