Chase Rose

Top 5 CliftonStrengths®: Futuristic, Includer, Relator, Deliberative, Competition

Professional

Mr. Rose is an Associate Wealth Advisor with Hixon Zuercher Capital Management. As an Associate Wealth Advisor, he supports lead advisors of the firm. Mr. Rose also handles client inquiries relating to investments, including resolving client requests, data gathering and analysis, financial planning, portfolio reviews, and implementation of recommendations.

Experience

After graduating from Ohio Northern University in December, 2021, Mr. Rose joined Hixon Zuercher Capital Management in January of 2022.  While attending ONU, Chase served as an Accounting Intern with the Hardin County Chamber and Business Alliance and a Volunteer Income Tax Associate with ONU.

Chase is currently enrolled at the Boston University Financial Planning Program pursuing his Certified Financial Planner (CFP®) designation to provide financial planning and investment advice to clients of the firm. He is looking forward to cultivating existing & new client relationships.

Education

  • Ohio Northern University, Bachelor of Science in Business Administration, Specialization in Accounting, 2021

Community Involvement

  • Board of Directors – Children’s Mentoring Connection of Hancock County
  • Hancock County Business Advisory Council

Personal

Chase resides in Findlay with his wife, Kaity, and their two dogs, Kip & Oliver. Outside of the office, Chase assists Kaity with running Kip’s Dairy Whip, an ice cream restaurant in Columbus Grove. In addition, they attend Abundant Life Assembly of God in Kenton. They spend their free time on the lake in Port Clinton or visiting friends and family.

Contact Chase