As a Partner of Williams Financial Advisors, LLC and a Financial Strategist with RFG Advisory, 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®, he uses his holistic understanding of financial planning and portfolio management to help families, small business owners and young professionals to create customized paths in pursuit of financial freedom. Chase is currently a CFA Level II Candidate with the CFA Institute.
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. Moving to an independently run advisory practice ensured Chase had the ability to offer unbiased advice, work with a team of professionals and to invest company resources into continuously improving the firms’ services.
Chase gets his entrepreneurial spirit from his father and grandfather, who owned and operated 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. Suzannah is also a business owner; owning and operating Studio P3, a physical therapy clinic and Pilates studio in Shreveport. Chase is a proud Poppa of his 2 daughters Ayda & Anella, and his dogs Paisley and Layla. Chase enjoys spending time with his family, reading, music, sports and nature.
Getting to Know Chase
What motivates Chase: The trust his clients place in our firm and the belief that our service can always be improved.
Best piece of financial advice received: An investment in knowledge always pays the best interest.
Place Chase would most like to visit: Outer space
Favorite holiday: Christmas
Favorite movie: Trading Places and Groundhog Day
Favorite Quote: “Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails.” Mark Twain