Chase came to 49 in 2018 after a career at Apple, working internally with employee benefit plans. Since then, Chase has become one of the top leaders in the firm for several consecutive years. He has gained great expertise in serving our Private Wealth clients and has helped his team learn how to serve those clients well.

Chase leads a team in Austin and has fostered a culture of high achievers, excellent client service, and a sense of community, which has yielded a thriving and engaging team.

Chase and his wife have been on a championship-winning kickball team for the past two years and enjoy playing with friends and coworkers. Chase also enjoys traveling, golfing, watching his family play sports at A&M, and spending time with his wife, Cambry, and their son, Easton.

Greg launched 49 Financial's Charlotte office in 2021 and has been leading the team ever since. He believes that financial advisors serve a need, not a want, and that their work can affect not just the current generation but also future generations. This belief drives him to develop the next generation of advisors and serve clients with excellence.

Outside of work, he loves to cheer on the Aggies, enjoy the outdoors with his wife and daughter, or travel the world, enjoying good food and drinks. 

Hunter began his career in financial services in 2013 in Austin, Texas, where he found a passion for serving clients through a team-based approach. Hunter, along with two other founders, launched 49 Financial—a values-based financial planning firm. As one of the Founding Partners and the firm's Chief Product Officer, Hunter oversees the strategic vision for the firm and its processes, leads and supports the Private Wealth team, and continues to serve his own clientele fervently.

Hunter lives in Austin, TX, with his wife, Morgan, and their two children, Hudson and Campbell. They enjoy cheering on the Aggies and serving their church community.

Josh launched the Houston office in 2020 and has led the team for four years. He says their office is willing to put in the effort to do things while also caring about the people they work with internally and externally.  Their team goes the extra mile to help take care of their clients. 

In his career, he's found that financial advisors help people retire comfortably, send their kids to college debt-free, and use their money wisely. They also help alleviate stress from their clients' lives so they can focus on their families, communities, and personal lives. 

Outside work, Josh enjoys creating memories with his wife and two sons, playing guitar at his local church, and savoring good food with friends.

Kyle began his career in the financial services industry in 2005 and launched 49 Financial’s Dallas office in early 2018. Since then, he has been leading multiple teams across Texas with a strong sense of community and dedication. 

He finds great fulfillment in “doing life” with his clients. For Kyle, being a financial advisor means walking alongside clients during life’s most exciting moments, such as new jobs, new grandkids, weddings, and other significant life stages. Equally important, he is there for his clients during life’s more challenging times, offering support during moments of loss and grief.

Kyle and his wife Julie have five children, ages 11 to 18. They love to cheer on their kids in sports and various activities while always prioritizing date nights. 

Lincoln joined 49 Financial in the Austin office and began leading a team in 2022. He takes great pride in their diverse team of advisors from all across the country, representing eight different states. This diverse mix brings unique perspectives and a rich blend of ideas, fostering a culture of hard work, dedication, and service. In addition to leading a team of advisors in Austin, Lincoln is launching 49’s newest office in Minneapolis.

Lincoln’s favorite aspect of being a financial advisor is the opportunity to build meaningful relationships with clients. He finds immense satisfaction in helping clients navigate complex financial challenges and creating tailored solutions that address their unique needs.

Outside work, he loves sports, hiking, fly fishing, and trying new restaurants. Lincoln is married to his wife Emily, and they recently welcomed their first daughter, Nora.

Luke joined 49 Financial in January 2024, bringing over two decades of experience in the independent financial services industry and an unwavering commitment to creating generational impact. With a wealth of experience as a financial advisor, regional leader, and Fortune 500 executive, Luke is passionate about transforming businesses through connecting today’s opportunities with tomorrow’s potential.

Before joining 49 Financial, Luke held several senior positions at Thrivent Financial, including leading their Advice & Wealth Management division as a member of their senior leadership team and launching the Thrivent Advisor Network. 

Luke is a Certified Financial Planner® and holds an MBA from the University of Minnesota. He and his wife, Ann Marie, reside in Minneapolis and enjoy traveling with their three children to better understand human experiences and cultures.

Tim began his career at 49 Financial in 2018. He took a significant leap in 2020 to launch our NW Arkansas office. In 2024, Tim led the launch of our Kansas City office to provide support to even more people. He shares that the Arkansas and Kansas City offices are exceptional in their willingness to set aside personal preferences to provide the highest level of service to their clients.

As a financial advisor, Tim finds joy in helping his clients understand the good decisions they’ve already made and how to continue to navigate their finances. He loves bringing clarity to what those actions can mean, whether it’s related to retirement planning or working with business owners. 

Tim and his wife, Stephanie, live in NW Arkansas with their son, Maverick. In their free time, they enjoy cheering on the Razorbacks, serving their community, playing with their dog, Champ, and avidly playing pickleball.