Chase Boardman, CFP®, is currently the Accounting and Finance Manager at EverSource Wealth Advisors, where they design, optimize, and oversee financial processes while contributing to strategic decision-making through financial modeling and reporting. Chase previously served as the Financial Operations Manager at the same firm, and has also worked as an Associate at BMSS Wesson Wealth Solutions, gaining experience in serving high-net-worth clients. Chase graduated with a Bachelor of Business Administration in Financial Planning, Accounting, and Sport Management from Liberty University, achieving a 4.0 GPA. Additionally, they led the Evangelism Team at Bemus Point United Methodist Church and provided tutoring in accounting and economics while at university.
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