Team member since 2024
Chase Poulson plays a pivotal role in supporting the Director of Client Analytics and Wealth Advisors at Kaydan Wealth Management. As a Trader and Investment Analyst, Chase is responsible for trading securities, closely monitoring investment portfolios, and ensuring accurate data entry across all client accounts. He also prepares detailed reports and runs various financial analyses to provide insights that help our advisors deliver exceptional service to our clients. Chase’s analytical skills and attention to detail ensure that our clients’ investments are managed with precision and care.
“My goal for our clients is to help maximize their returns while minimizing risk, all while ensuring they enjoy a superior experience with our firm.”