Jeff Chase
VP, Financial Planning
Senior Wealth Manager
As a Senior Wealth Manager and Vice President of Financial Planning, I enjoy helping people find their meaning of success and working closely with them to achieve it. My goal is to help sort out the complexities and make things easier to understand by providing a simple, focused, and interactive experience. Our lives are continually changing, and I have a passion for using planning to make the puzzle pieces fit together.
My wife Theresa and I love spending time with our kids, Rocco and Giuliana, and our golden retriever, Enzo. In my spare time, you can find me on the golf course or attending Syracuse basketball games. I enjoy great food, sports of all kinds, and the company of our family and friends.
I am so proud to call Syracuse home, and I feel blessed to be able to serve our community in a meaningful way.
