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.
Katie started with Omada Wealth Management in 2009. As the Director of Operations for Omada Wealth Management she will ensure you have a positive experience with our team. Katie will assist you with opening new accounts and can be a resource for any questions may have.
Katie holds a Colorado Resident Life & Health Insurance Producers License.
A native of Colorado, Katie has passion for the outdoors. She enjoys teaching her 6 nieces and nephews the art of fishing, camping, ATV'ing and relaxing. Katie also has an adorable Chorkie puppy, Daisy!
Her favorite part of working for Omada Wealth Management is watching people succeed in financial freedom. She has a true passion for helping others. "It is gratifying to know we have plans in place to help our clients if the unthinkable happens."