Advisor

Chase Dalton

MSF

Contact

816.220.5043

I have a passion for helping others succeed thanks to the long line of business owners in my family. I love educating clients and assisting them in understanding their comprehensive financial landscape.

"I partner with clients to design the financial aspects of their life. Once they have a financial roadmap, it allows them to have financial peace of mind – and more importantly, time to spend on their own talents and passions."

I have a master’s degree in finance from the University of Missouri – Kansas City with a bachelor’s degree in finance from Pittsburg State University, where I was a member of the Track & Field team.

When not in the office, I enjoy being active from golfing and snowboarding to dirt bikes and CrossFit. I’m passionate about my church and Christian education, and often volunteer at Northland Christian High School.

Call today to set up a no-obligation conversation about your financial well-being.

Primary Location

Crossroads Branch

1811 Walnut Street

Kansas City, MO 64108

Meet the Team

Everyone's financial goals are unique. Rance and his team are here to help you reach them with a comprehensive and collaborative approach to help guide your short- and long-term plans.

Meet with Rance, Jeff or Chase to start your journey to achieving financial peace of mind.

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.

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Link to the Copper Financial Customer Relationship Summary.

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May Lose Value

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