Chance also comes from the Fairfield area and graduated from St. Ambrose University where he studied Finance and Mathematics.  He likes to sum things up for our clients. Chance works closely with our advisors to put together information and reporting related to your overall needs, including tax and estate planning. 

 

He continues his education working toward a CFP designation in the future.  What does he do for fun? Chance enjoys watching and playing sports, including baseball, soccer, and bowling. He also loves spending time with his family… and his cats.