Chase Thomas

As a Wealth Planner, Chase partners with Senior Advisor Vincent Garaventa, CFP®, to guide clients through the financial planning process, providing a seamless and coordinated experience. He assists in developing financial strategies, addresses ongoing client needs, and ensures consistent, proactive communication.

Chase also manages new client onboarding, including client portal registration, coordinating rollovers, and facilitating the accurate and timely processing of required documentation with the New Business Team. He handles service requests, supports prospective opportunities, and helps maintain the firm’s opportunity pipeline to deliver a smooth and cohesive client experience. 

Chase earned his Bachelor of Business Administration with a Minor in Entrepreneurship from the University of Nevada, Reno. Outside of work, he enjoys riding dirt bikes and mountain bikes, spending time outdoors, and sharing moments with family and friends.

Chase enjoys seeing Bauman Wealth Advisors’ clients feel confident and secure, empowering them through clear, organized planning.