Daniel Chase is a proud graduate of Liberty University’s Financial Planning Program where he graduated Summa Cum Laude in May of 2024.  Daniel entered the Financial Advisory business because he recognized the difficulty and complexity of making sound financial decisions and wanted to become an advocate on behalf of others to ensure that time works with them rather than against them. He is passionate about bringing value to others by making personal finances feel more approachable rather than a stressor.

Daniel had early exposure to managing money at the age of 12, when he and his brothers started a landscaping company together. They started with their next-door neighbor’s yard, expanded to neighbors up the street, and 10 years later,  his older brothers now run the company full-time while Daniel worked seasonally throughout college. Having had the opportunity to be involved making money decisions at a young age, he became a huge saver rather than a spender, and at the age of 18 he bought his first car with cash and got to experience firsthand the reward of delayed gratification. Daniel’s work ethic came from his early years where he worked in numerous physically exhausting jobs such as commercial and residential landscaping as well as working in the truck driving industry where he worked 16-hour shifts.

Daniel was an intern at Covenant Wealth Management in Winston-Salem, NC during the summer of 2023. During his senior year at Liberty, Daniel spent two semesters as a Peer Financial Coach for the Center for Financial Literacy where he met with students and staff and helped them address different aspects of personal finances, such as budgeting, student loans, and provided educational financial knowledge. Daniel is a native to the Richmond, VA area and was born and raised in Chesterfield, VA. He enjoys weightlifting, hiking, and any outdoor activities.