Chase Bennett

Financial Planner

Chase combines his passion for helping people with his love for numbers in his role with Peak Retirement Planning. Whether he’s guiding clients toward their dreams or alleviating their retirement worries, he thrives on building close, personal connections. “To be able to look a client in the eyes and tell them they can retire or calm their financial nerves in retirement is my favorite part of the job,” he says.

Chase earned his bachelor’s degree in financial services from Wright State University. During his time at Wright State, he served as president of Sigma Phi Epsilon’s Ohio Pi chapter and led his fraternity to win national awards for recruitment excellence. His professional background includes experience as a math tutor, intern roles in tax preparation and financial advising, and a position as a financial advisor.

Outside of work, Chase enjoys playing golf and pickleball, traveling, lifting weights, and spending time with friends and his two beloved dogs, Hank, a 16-year-old dachshund-beagle mix, and Mitzy, a 13-year-old terrier mix. A devoted sports fan, he cheers for the Cincinnati Reds, Bengals and Ohio State Buckeyes. He also looks forward to Fridays, when he dedicates time to listening to the latest music releases.