Hi, I’m Chase! As an Investment Management Specialist at Aspire Wealth Group, I monitor the performance of investment portfolios, track market trends, and stay updated on relevant news and events that could impact investments. My core responsibility involves creating and managing the team's investment portfolios that align with the client’s strategic objectives, making adjustments as needed.

I conduct extensive research and analysis of financial markets, economic trends, and investment opportunities while meticulously evaluating the performance and risks associated with different investment options. Furthermore, I ensure seamless communication with financial advisors, providing regular portfolio updates, discussing investment strategies, and addressing any concerns or questions they may have about the investments.

I graduated from Bloomsburg University, where I earned a Bachelor’s Degree in Accounting and Finance. I have since earned my Series 7, Series 66, and CFA designation—one of the highest distinctions in the investment management profession.

I currently reside in Montoursville with my wife, Alexa, and our golden retriever named River. In my spare time, I enjoy sporting activities, particularly working on my below-average golf game.