Chase is a Managing Director - Investment and senior partner with the Everest Capital Private Wealth Team of Wells Fargo Advisors. Chase is regularly recognized by Forbes and has recently been named to the 2022, 2023, 2024, and 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State , ranked #1 in Utah for the year 2025. Chase was also named #8 on the AdvisorHub 2025 Advisors to Watch 100 Next Gen. As a team, the Everest Capital Private Wealth Management Group of Wells Fargo Advisors was ranked #14 on the 2025 Forbes Top Wealth Management Teams High Net Worth.
Chase holds the prestigious Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. This allows Chase to work with business owners in pre-planning efforts that include valuation, tax and estate planning strategies as well as exit options. Chase also holds the Chartered Retirement Planning Counselor (CRPC™) from the College for Financial Planning.
Within the firm, Chase was named a Private Wealth Financial Advisor as well as a Wells Fargo Advisors Platinum Council member from 2021-2025. Chase graduated from Brigham Young University with a bachelor’s degree in real estate and business. Chase has been married to his wife Bridget, for 18 years. Together they have six children, five boys and one girl. They reside in Davis County, Utah. Chase enjoys coaching his children’s sports as well as mountaineering and golf. He also enjoys serving the community through his volunteer roles within The Church of Jesus Christ of Latter-day Saints.
CA Insurance License Number: 0I33606, Resident State: UT.
Named one of 2022 -2025 Forbes Top Wealth Management Teams: High Net Worth
Named one of 2022-2025 Forbes Top Next-Gen Wealth Advisors Best-in-State
2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts. Fee paid for use of marketing materials.
2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts. Fee paid for use of marketing materials.
2023 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
2022 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials.
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials.
2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
