Chase Bellefeuille, CES
Chase Bellefeuille is a firm believer that relationships are the most valuable parts of life and should be treated as such. Chase has a passion for partnering with families to create generational legacies having watched close relationships dissolve due to a lack of communication, trust, and not having a strategy in place to handle inflows of wealth.
Combining a Bachelor's Degree of Corporate and Investment Finance from Colorado State University with an Honors Thesis expanding on statistical analytics, Chase sees complex financial problems as a puzzle that can be solved with a strategy that is tailored for each individual. After spending time as a college pastor teaching students how to build lives based on their values, Chase is intent on helping his clients enhance the parts of life they care about the most, while also constructing a strategic plan for their future.
Chase, a Certified Estate and Trust Specialist (CES), is a registered financial advisor and has his Series 7 and Series 66 licenses held through LPL Financial. With time spent volunteering for nonprofits across the globe, providing advice and support as a board member of local impact-driven organizations, Chase knows how to use his experience and financial acumen to help others live the life of impact they have always wanted.