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Together we can design a plan that will guide to a successful financial future.
11905 Kingston Pike Knoxville, TN 37934
Yes
University of Tennessee, Knoxville BS, Finance | University of the Sunshine Coast, International Business
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We have been working with Chase for a little over four years and he has helped us tremendously in a very short period of time. He initially guided us to think through what our goals were to give us the motivation to develop a plan and stick to it. We have come so far with Chase in these few years and he has given us great confidence and peace of mind that we can do this and are prepared financially for our future. Any time we have a financial decision to make it brings us great confidence to run it by Chase before making a decision.
He is so easy to work with and has only the best in mind for his clients. We are so thankful to have Chase in our corner and consider him not only our advisor but our friend.
Additionally, our daughter just starting her career and is also using Chase. She looks to him for advice and feels good about where she is financially given Chase’s knowledge and care. She has confidence knowing that she has an expert looking out for her.
We met Chase through a customary practice of promotion within the firm when our years-trusted advisor moved on to better things. Prior to meeting him, we were understandably nervous to have had and been comfortable with a planner for all those years. We quickly learned that youth doesn’t always have to mean ignorant or inexperienced or risky. Chase has now been our financial advisor on record for several years. He always has our answers – even when they may not be the best answer for him or his company – he always has our detailed answers. He does recommend, but never pushes – it’s OUR decision. He’s on the phone or email calling us every time just about the time we’re thinking — I wonder if we should talk to Rather & Kittrell. He’s been a very great pleasure for both of us to work with.
I was impressed with Chase Kerby from the moment i met him. He is very patient, easy to talk to, and very knowledgeable and up to date on the ends and outs of financial planning. It puts my mind at ease having a wonderful man like Chase taking care of my financial future.
Chase was patient and thorough. He was not rushed and devoted time and effort to prepare information for us. He is easy to reach for communication of needs or concerns. I feel very confident in his expertise.
Chase is so personable! He is quick to respond and an excellent communicator. He makes anxiety inducing topics such as saving for retirement feel achievable. He takes my thoughts and feelings into consideration at every step. Every time I speak with Chase I feel a sense of relief and confidence in my finances. He has always given trustworthy and sound financial advice. As a client of five years, I could not recommend someone more highly!
Chase has provided sound advice on all my financials questions and has done an excellent job managing my portfolio. Also he has a great personality and is great to work with and he cares about his clients. I would recommend him to anyone wanting a good advisor. So please contact him.
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