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 a son (on the way). 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.
Bobby joined the team in 2015. As the Director of Investments and Planning for Omada Wealth Management Bobby will prepare and maintain your financial plan and assist with any investment questions and service.
Bobby holds a Colorado Resident Life & Health Insurance Producers License, Variable Life & Annuities License, Series 6, 7, and 63 Investment Licenses.
Bobby grew up in Iowa and has a BBA in Marketing from the University of Iowa. Go Hawks! Outside of work, he spends his free time rock climbing, competing in Tournament Paintball and watching Iowa Hawkeye sports. Bobby enjoys spending time with his girlfriend, Ashley, and his dog, Bruno.
Bobby’s favorite part of working for Omada Wealth Management is connecting with clients on a deeper level as they share their hopes and dreams. Financial Planning is a personal experience - he guides our clients through the planning process to make it a reality.
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 5 nieces and nephews the art of fishing, camping, ATV'ing and relaxing! Katie is married to Matthew, and together they love spending time with their 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."
Kahla joined the team in 2014. Her focus with Omada Wealth Management is on marketing and client service. If you have any service needs regarding your accounts or the client website, she will be happy to assist you.
She holds a Colorado Resident Life & Health Insurance Producers License, Long Term Care License, Series 6, and 63 Investment Licenses.
Kahla graduated Cum Laude from Culver-Stockton College with a Bachelor of Science Degree in Business Administration with an emphasis in Marketing and Communications. She also graduated Summa Cum Laude from Missouri Baptist with a Master of Science Degree.
Kahla is from Central Illinois and relocated to Colorado in 2014. Outside of work you can find her working out, camping, or golfing. She enjoys spending time with her husband, Dustin, and their Chocolate Lab, Dak.
Her favorite part of working for Omada Wealth Management is getting to know our clients. She enjoys hearing about home purchases, travels, growing families, and life adventures. It is rewarding for her to see how financial planning pays off for our clients!