The R Chase Financial Team
Rachelle (Shelli) Chase, CFP, President
"I'm committed to making sure my clients understand the decisions and choices they're making in all aspects of their financial lives. The plan we create is truly individualized: financial plans change as life circumstances change or as goals are accomplished. But always, your plan will reflect your values, your aspirations, your dreams."
Shelli has deep roots in the Twin Cities, invested in serving not only her clients but her community. Her leadership on the non-profit boards of the Minnesota Opera, Public Art St. Paul, Girl Scouts, Women's Advisory Council of the University of Minnesota, and St. Paul Rehabilitation Center reflect her values, while contributing to the artistic and educational fabric of our region.
Shelli's other interests include traveling with her husband, John; enjoying the arts scene locally and nationally; being a doting grandmother; and volunteering.
Jonathan Rose, CFP, CMFC
"Investing is a long-term commitment. Building wealth is done strategically, over time. It takes mindfulness, diligence, and a plan that addresses all aspects of your financial life."
Jon has been part of the R Chase Financial team since 1998, having started his financial services career at Piper Jaffray. Graduated Finance Cum Laude from Augsburg College, Jon's scholastic achievements were also recognized through membership in the National Honor Society and as a Baseball Academic All-Conference award recipient.
Since then, Jon has earned the designation of Certified Mutual Fund Counselor (CMFC) and Certified Financial Planner (CFP). He is an active member of the Financial Planning Association and other industry groups, keeping abreast of changes in the economy, the financial sector and tax law to best serve R Chase Financial clients.
When he's not at the office, Jon is likely to be found out and about with his wife Heather and their three children, or enjoying his hobbies of golf, softball, basketball and tennis.
Jonathan Rose is a Registered Assistant with FSC Securities Corporation.
Kathy Brown
"Organization and communication are keys to ensuring every client we serve is well cared for."
As the Office Manager and as a Registered Assistant at R Chase Financial, Kathy manages the corporate web site, client communications, and coordinates all client appointments and updates. She brings a vast knowledge of customer service and more than 25 years of office management and communications experience to the team.
Kathy is a veteran baseball and football mom: when she's not at work, she's in the stands rooting for her son on the football field or the baseball diamond.
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