Professional
- Serves as the Team Lead for the firm’s Athlete Asset Management Group which provides professional athletes sophisticated management of their investments, financial well-being for the long term, and disciplined focus on stability after their sports career
- Currently in good standing with the board as a CERTIFIED FINANCIAL PLANNER™
- Holds the Certified Divorce Financial Analyst designation (CDFA®) via the Institute for Divorce Financial Analysts
- Achieved the Chartered Retirement Planning Counselor designation (CRPC®) via the College for Financial Planning
- Earned the Certified Fund Specialist designation (CFS®) via the Institute of Business and Finance
- 3-year winner of the Five Star Wealth Manager award in 2024 by Texas Monthly Magazine
- Completed IDFA’s (Institute for Divorce Financial Analysts) Divorce Financial Planning program
- Published by The Epoch Times in June of 2021 – “Planning for Retirement: 5 Smart Savings Strategies When Inflation Looms Ahead”
- Published by NextAdvisor in July 2021 – “What Are Dividend Kings? See the List of 31 Stocks That Made the List in 2021”
- Published by Yahoo! News in July of 2021 – “5 Financial Steps Gen Z Should Be Taking Now”
- Quoted by NextAdvisor in 2021 – “What is an ETF? Everything You Need to Know About These Low-Cost Investment Vehicles”
- Published by U.S. News & World Report in September 2021 – “Are 401(k)s Worth It?”
- Completed University of Houston’s CFP® Certification Education Program
- Well-versed in the full product spectrum of financial planning from an insurance point-of-view
- Served as a best-practices trainer for new and seasoned advisors alike for methods of explaining retirement income planning
- A sought-after resource within MassMutual for advice on the development of marketing techniques for agents
- Earned the Rookie of the Year and Junior Associate of the Year awards from MassMutual
- Received the Rising Leader accolade from MassMutual in 2019
- One of the few attendees invited to the MassMutual Leader’s Conference in 2018
Personal
- A basketball enthusiast with many trophies and medals dating back to high school – today Chance plays occasionally in The Woodlands at First Baptist Church
- Passionate about financial advising – Chance loves to educate and help others
- A dog lover and, currently, has a boxer bulldog mix named Holly that he adopted after it had been abandoned
- He enjoys traveling and especially loves the scenery and weather in Colorado
Odd Facts
- Let’s talk about the Rockets!
- The biggest fish I ever caught was at my family’s beach house in Galveston… it was approximately 4 inches long
- I can’t get enough Chuy’s tex-mex food, especially their creamy jalapeno ranch dip