Chase joined the Rather & Kittrell team in March 2018 where he serves as senior advisor helping families and businesses make smart decisions with their money. Chase works with his team and professional network to help clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting assets, and maximizing the impact of charitable gifts.
Chase is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary™ and graduate of the University of Tennessee, where he earned a bachelors degree in finance and international business. He studied internationally at the University of the Sunshine Coast in Queensland, Australia.
Outside of work, Chase loves to travel and is an avid snow skier. He and his wife, Alex, can be found most weekends at equestrian events where she works and competes as a professional Three-Day Event rider and horse trainer. Chase also serves on the Board of Directors for the Shangri-La Therapeutic Academy of Riding (STAR), an organization that provides therapeutic experiences using horse related activities for persons with disabilities or other special challenges.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Rather & Kittrell reached out to clients via email requesting voluntary feedback. Clients were not provided any compensation for their review. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
Articles
“What Do You Do?”
View Article
What Nick Saban Can Teach Us about Investing
View Article
There’s No Crying in Crypto
View Article
A Horse Named Nostradamus
View Article
The Only Two Certainties
View Article
The Opposite of Good Advice
View Article
50 Ways to Bank
View Article
Revisiting the Behavior Gap
View Article