As a Wealth Advisor and co-owner of Williams Financial Advisors, LLC, Chase’s passion is working to improve the lives of his clients and establishing financial confidence, allowing clients to focus on the aspects of their lives they enjoy most. Chase strives to make the complicated simple by educating his clients so they can feel more confident about the decisions they make regarding their financial health. As a CFP® Professional, he uses his holistic understanding of financial planning to help families, small business owners and young professionals to create customized paths in pursuit of financial freedom.
After graduating from Louisiana College with his Bachelor’s degrees in Business, Chase pursued his life-long dream of playing professional baseball. In 2006, after retiring from baseball, Chase moved to Shreveport to complete his Master’s in Business Administration (MBA) at Louisiana State University - Shreveport. Chase began his career in the financial services industry by working as a financial advisor for Capital One Bank in Shreveport. In April of 2009, Chase joined the team at Williams Financial Advisors, LLC. Joining WFA gave Chase the ability to provide independent advice, own his own business, and control the experience his clients have come to expect.
Chase gets his entrepreneurial spirit from his father and grandfather, as his family still owns and operates The Shoe Trunk, a retail shoe store in Alexandria, LA. Chase grew up two hours south of Shreveport in Pineville, LA and has resided in Shreveport since 2006 with his wife Suzannah. While Chase and Suzannah love to travel, go to concerts, and spend time with family and friends, their foremost passion is their daughters, Ayda and Anella. Things stay busy around Chase’s household as his wife Suzannah is also a business owner; owning and operating Studio P3, a physical therapy clinic and Pilates studio. Chase is an avid sports and music fan. His other hobbies include golf, playing music, reading, salt-water fishing, being outdoors, and of course, his fur-babies, Layla and Paisley. To Chase – there’s also nothing better than to relax and unwind whenever possible.
Getting to know Chase
Favorite Book: Law of Success
Favorite Holiday: Mardi Gras
Favorite Movie: Trading Places and Groundhog Day
Best Piece of Financial Advice: True wealth is not his who has it, but his who enjoys it.
What motivates Chase: The trust Chase's clients place in him to help them pursue their goals.
Place Chase would most like to visit: Outer space
Favorite Quote: "My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor and some style." - Maya Angelou