Dedicated to serving others and maintaining the highest professional and ethical standards. Strive to establish relationships with clients and colleagues based on reciprocal trust and loyalty. Committed to building a legacy as a technically proficient practitioner, and as an honest and selfless teammate. Achieve satisfaction from overcoming challenges and discovering opportunities to obtain creative license through artistic mastery of my craft.

1. Chaz Price
Career Highlights

2. Raymond James
Financial Services
(2013-2019)
•Cultivated an $8 million
independent financial services
practice.
•Helped increase overall branch
annual revenues by over 15
percent through assisting other
advisors in developing consultative
and planning-based investment
management solutions.

3. TDC Investment
Advisory (2019-
2020)
•Helped increase profit margins
by implementing cost-cutting
and process improvements
initiatives.
•Administered firm-wide
knowledge share summits to
help mentor and coach new
advisors.

4. America’s
Retirement
Headquarters
(2020-present)
•Owner of America's Professional Alliance, a
personal and professional organization of
senior executives and business leaders.
Alliance members believe retirement
planning and employee benefits are vital
and dynamic industries and want to be part
of a prepared for roles of leadership in their
prospective organizations.
•Developed the proprietary financial planning
calculator used firm-wide for advisors to
allocate investment portfolios.

5. Awards and
Accolades
• 2013-2014: Achieved perfect
attendance in the Rotary Club of
Maumee.