Chad Chase, the Managing Principal - Client Services at CGN Advisors, has a strong background in financial planning, investment management, trust administration, estate planning, and compliance. With experience in the legal field as an Attorney and a Juris Doctor degree from the University of Nebraska College of Law, Chad is also a Certified Trust & Financial Advisor. Their career progression includes roles as a Vice President & Trust Officer at The Trust Co., a Risk Management Officer at Verus Bank, and a Credit Analyst at UMB Bank. Chad holds a Bachelor of Science in Finance from Kansas State University and an Associate of Science from Butler Community College.
April, 2016 - present
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