Chase graduated from the University of Wisconsin–Milwaukee with a double major in Finance and Operations Management. He joined TMS Financial (formerly Tax Management Services) in 2012 and became a Partner in 2017. Before joining the firm, he worked in Appleton as both a Financial Planner and in the broker-dealer back office, giving him a well-rounded perspective on the financial planning process.
With more than 15 years of experience, Chase is passionate about helping individuals and families feel confident about their financial future. His primary focus is pre- and post-retirement income planning, with an emphasis on tax-optimization strategies that help clients make the most of their retirement years. He also enjoys partnering with small business owners to navigate maximizing income opportunities, create thoughtful tax strategies, wealth protection and succession planning. Chase has always been drawn to solving complex financial challenges, combining his experience, the firm’s extensive resources, and a trusted network of local professionals to create personalized solutions for every client.
Building lasting relationships is one of the most rewarding parts of Chase’s work. Throughout his career, he has been actively involved with organizations across the Fox Valley and Green Bay communities, including the De Pere Chamber of Commerce, Current (Green Bay’s Young Professionals Network), the First Tee of Northeast Wisconsin, FVTC Finance Advisory Committee, the Salvation Army Finance Committee, and the Civic Symphony of Green Bay. He believes that investing in the community is just as important as investing in the people he serves.
Outside of the office, Chase’s greatest joy is his family. He married his wife, Mia, on the beautiful beaches of Mexico in January 2024. Later that year they welcomed their son, Colby Chase. Whether they’re traveling together, making memories at home, or simply enjoying the everyday moments of parenthood, family is at the heart of everything he does.
One of Chase’s guiding philosophies is, “How you do anything is how you do everything.” He also draws inspiration from Hall of Fame coach Vince Lombardi’s words: “Perfection is not attainable, but if we chase perfection, we can catch excellence.” Those principles shape the way he approaches both his work and his life—with dedication, integrity, and a commitment to always giving his best.
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