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®), and 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 a presence of mind to live for today.
Austin Wagner CFP®, ChFC®, CLU®, CASL®, RICP®
Wealth Management Advisor
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 PLANNERTM professional, and 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.
Katelyn is a Planning Assistant. Her primary responsibilities are managing operations and working with clients to design and implement their plans.
Before joining Omada, Katelyn was a paraplanner at Segall, Bryant & Hamill LLC., an investment firm, that practices a client-first approach while providing investment management of equity, fixed income, alternative, and asset allocation portfolios.
Katelyn is a graduate of Colorado State University with a Bachelor of Science in Business Administration, with a concentration in Personal Financial Planning. She became a CERTIFIED FINANCIAL PLANNERTM professional in September of 2021, a standard of excellence in financial planning.
Katelyn grew up in Longmont, CO. She enjoys cooking, concerts at Red Rocks, and spending time with her family - especially on vacations!
Courtney is Marketing Manager. She will play a significant role in our firm to cultivate and improve day-to-day operations. She will work closely with the Marketing team to ensure projects and events reflect the interests and the core values of our team and clients.
Courtney has experience in Banking and Finance. She is a graduate of Iowa State University with a Bachelor of Liberal Studies degree, emphasis in Advertising and Marketing.
Courtney has a long history with Northwestern Mutual as the Director of Operations for the West Denver district office.
Courtney enjoys spending time with her three children and partner. She loves hiking, cooking, traveling, and visiting family and friends.
Heather is Omada's Client Service Associate. She will work collaboratively across our team to support the day-to-day tasks that ensure white glove service to our clients. She is dedicated to helping people resolve issues and cultivates positive energy in her interactions with her co-workers and clients.
Heather has worked alongside the Managing Director of Northwestern Mutual - West Denver and has years of customer service experience. She is a graduate of the University of Northern Colorado with a degree in Business Administration.
Heather enjoys traveling with her family and cheering on her two girls as one takes on the competitive dance world and the other masters volleyball.