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Chad Chase, JD, CTFA

Managing Principal 

Client Services

Chad Chase leads our Advisor Services team and is responsible for tutoring advisors on client business development and client relationship management. As a practicing attorney, he is a legal resource in estate planning, business and corporate law areas.

Previously, Chad served as Vice President & Trust Officer at The Trust Company, Manhattan, KS, providing his clients with financial advice, investment management and trust administration services. 

Prior to entering the wealth management industry, Chad worked in commercial banking for four years in Kansas City and Derby, KS, and practiced law in Manhattan.

Chad holds degrees from Butler Community College, Kansas State University (Finance and Music) and the University of Nebraska College of Law. He is also a graduate of the American Bankers Association Graduate Trust School and has obtained the Certified Trust & Financial Advisor certification from the Institute of Certified Bankers. 

Chad grew up on a 100-year old ranch in Butler County, KS, that he still helps manage and operate. Growing up, Chad was actively involved in 4-H and also studied piano. In addition to music, he enjoys golf, basketball, KSU Athletics and traveling.

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Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Neuse River Financial may offer investment advisory services in the State of North Carolina and in other jurisdictions where exempted.