Client Service Administrator
After graduating from Texas A&M in May of 2018, Chase joined Legacy One in July to begin his career in the financial services industry. Chase currently holds Series 65 and insurance licenses, and he has obtained his Texas real estate license in May of 2019. To lay the foundation for his financial services career, Chase supports the efforts of the client service managers, advisors and the management team at Legacy One. His desire is to help others and to become a well-rounded advisor by learning from the experienced team around him at Legacy One.
Chase graduated cum laude from Texas A&M with a BBA in Finance. In his spare time, Chase enjoys hiking, playing sand volleyball, playing card games with friends and family, and wake surfing on Lake Travis.