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Chase Kerby, CFP®, AIF®


Chase joined the Rather & Kittrell team in March 2018 where he serves as an 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.


“What Do You Do?”
As a CERTIFIED FINANCIAL PLANNER™, people often assume I only handle investments. While that is essential, the actual value of a sound financial advisor can run a whole lot deeper.

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What Nick Saban Can Teach Us about Investing
When asked what his secret is for success, University of Alabama Head Coach Nick Saban does not hesitate. His answer: “The Process.”

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There’s No Crying in Crypto
No one can control what the markets do short-term, but you can maintain the level of risk you take with your money. Do you need to own an ultra-high risk asset?

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A Horse Named Nostradamus
Whether we are trying to predict future events or what directional reactions they will cause within the investment markets, no one has consistently proven to have this soothsaying power.

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The Only Two Certainties
As with any tax reform, the team at Rather & Kittrell closely monitors Congress’s upcoming proposals and revisions.

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