Brandon Chase, CFP®, CDFA®, CEPA

Whether in his role of financial planning with a family, or exit planning for a business owner, Brandon is dedicated to helping clients see, and remain emotionally focused on, the “whys” of what they plan to do. This emphasis allows Brandon’s stewardship to encompass people, relationships, emotions, dreams and values – as well as financial resources. Brandon feels that once there is a shared and intimate understanding of “why,” the how, when, what and where will become more clear, and meaningful. His drive for excellence and inquisitive nature have helped him pioneer change throughout his more than 23-year career.

Before partnering with HUB, Brandon launched Beacon Hill Wealth Services of Raymond James in 2015. Prior to that, he was employed as a Financial Advisor at Edward Jones. Brandon graduated summa cum laude from Texas Christian University with a Bachelor’s degree in Finance.

Continuing education and specialization is important to Brandon. To that end, he worked to become a Certified Financial Planner™ (CFP®) professional – a designation where he is held to the utmost standards of ethics and professional responsibility to provide truly personalized services. Additionally, he earned a Certified Divorce Financial Analyst™ (CDFA®) certification to help with financial decisions as he works with clients and their attorneys toward a settlement that fully addresses long-term needs. Most recently, Brandon earned the Certified Exit Planner Advisor (CEPA) designation through the Exit Planning Institute to help business owners through the personal and business financial and emotion preparedness process leading up to a successful exit.

An active participant in his community, Brandon is a past chairman of the board and board development committee chairman of Camp Fire First Texas, and a past founding Board member and Treasurer of Project 4031. He currently serves as Board President of the Camp Fire El Tesoro Foundation. Brandon is a member of the Fort Worth Club and Ridglea Country Club.

Brandon has been blissfully married to his high school sweetheart, Marie, for 23 years, with whom he has two daughters, McKinley and Delaney. In their free time, Brandon and Marie love fitness, yoga and golf, and are passionate about exotic world travel.