Chase started as an Intern at Northwestern Mutual and has been here since. As a Wealth Management Advisor for Omada Wealth Management he believes that financial planning is a noble profession that gives him the unique opportunity to discuss a sensitive subject matter with clients.
Chase is a Chartered Life Underwriter (CLU®), holds a Colorado Resident Life & Health Insurance Producers License, Long-Term Care License, Series 6, 7, 63, and 66.
He attended Regis University where he played golf for the Rangers! Chase received his Bachelor of Science Degree in Business Finance and a Bachelor of Science Degree in Economics.
Chase grew up in Evergreen, Colorado. He is married to Amy and they have a son Jett and two dogs: a Boston Terrier/Blue Heeler mix named Lola and a Dachshund/Corgi mix named Myla. When not at home cooking or spending time with the dogs, you can find him playing golf. Caddyshack is Chase’s favorite movie and “The Match” by Mark Frost is his favorite book.
Chase enjoys helping clients assess their current situation and evaluate options to improve efficiencies so they can achieve their goals. He strives to be of service to his clients and help others plan for their futures while maintaining presence of mind to live for today.
Austin joined Northwestern Mutual in 2007 after spending the early part of his career at Charles Schwab. As a Wealth Management Advisor with Omada Wealth Management he helps guide his clients to financial independence.
Austin is a CERTIFIED FINANCIAL PLANNER (CFP®) professional, holds a Colorado Resident Life & Health Insurance Producers License, Long-Term Care License, Series 7, 63, and 66.
Austin grew up in Colorado Springs and attended Colorado School of Mines where he studied Economics and enjoyed playing football for the Orediggers! He and his wife Erin have three daughters and one son. He is an avid sportsman and loves spending time in the mountain with his family. His family loves playing sports and cheering on the Broncos and Orediggers.
He truly enjoys working with his clients to help them plan for their future and achieve their goals. He prides himself on breaking down the complexity of financial planning into language that is easy to understand and relatable to all clients.
Jana McVey is our Marketing Coordinator. She is a recent graduate from Colorado Christian University with a BA in Strategic Communication with an emphasis in Public Relations. She will be developing marketing plans, increasing the growth and presence of Omada, and working with clients on administrative needs as well.
Before joining Omada, Jana had a marketing and communication internship while finishing up her senior year of college. She worked at a wedding planning company called Leigh & Co. Events where they deliver timeless elegance for the authentic couples throughout the Colorado area; Jana would create social media content, website design, SEO and increase social media following.
Jana grew up in Golden, CO. She enjoys skiing, spending time with her friends and family, and traveling.
Khrista McWhorter is a Planning Associate and is responsible for managing investment operations, financial plan design and working with clients on the implementation of their plan. Khrista will be primary support and point of contact for all of Chase’s clients.
Prior to joining Omada, Khrista was a financial specialist at Ameriprise Financial Services in Virginia. She is a graduate of George Mason University with a bachelor’s degree in finance. Khrista is working on earning her Certified Financial Planner (CFP®) designation. Khrista holds her series 7 and 63 as well.
She also served in the US Army flying drones for three years prior to working in finance. We at Omada are thankful for her service.
Khrista lives in Virginia and enjoys hiking with her dog, traveling abroad, and spending time with her family and friends.
Katelyn Meuse is a Planning Assistant, and her primary responsibilities are managing operations, financial plan design and working with clients on the implementation of their plan. Katelyn will be primary support and point of contact for all of Austin’s clients.
Prior to joining Omada Wealth Management, Katelyn was a Paraplanner at a Registered Investment Advisor (RIA) serving with a client-first approach.
She is a graduate of Colorado State University with a Bachelor of Science in Business Administration, with a concentration in Personal Financial Planning. In addition, Katelyn became a CERTIFIED FINANCIAL PLANNER™ Professional in September of 2021, which is the standard of excellence in financial planning.
Katelyn grew up Longmont, CO. She enjoys cooking, spending time with her family, and enjoys going to concerts at Red Rocks. She and her family love traveling together.