Chase Shellberg

Most would describe Chase as energetic and outgoing. An active problem solver, and people person is how he views himself. Helping others reach their financial goals and solving the complex problems that life presents is one of Chase’s many passions. To Chase, no problem is too small or too complex to tackle. He believes that trust and communication are the basis for any lasting relationship.

Prior to being a Financial Advisor, Chase worked for the Bank of Colorado in Yuma as a loan officer for six years. He has extensive experience in agricultural, consumer, and commercial lending and brings a seasoned banker’s perspective and problem-solving skills into his new endeavor. He has experienced good and bad years in the ag economy and understands well the need for careful financial planning and execution in order to meet his customer's long-term needs.

Chase earned his bachelor’s degree in Agricultural Business and Resource Economics from Colorado State University in 2015. He grew up in Southeastern Colorado working on his families’ farm and understands the needs of the farming and ranching communities. He enjoys enriching the lives of others through his financial and banking expertise and understands the great need for these services within the agricultural community.

Chase places a high value on building long term relationships with his clients. He believes that strong relationships set the foundation for success. Chase understands that each client’s needs are different and enjoys catering his approach to meet those specific needs of each individual. His easy-going nature makes him approachable and easy to talk to about sensitive topics such as money and retirement. Chase is eager to help others achieve their dreams.

In his free time Chase enjoys the outdoors and loves many of the activities the Colorado landscape has to offer including hunting, fishing, and golfing. He enjoys learning new things, challenging himself, and spending time with his family. He volunteers as secretary of the board of directors for the golf course in Yuma and sits on the finance committee for a local non-profit. He believes that strong communities are created by getting involved and giving back.

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