Chauncey Joined UPAL in the fall of 2021. He has several years of experience in the wealth management industry with various firms working with high net individuals and their families. Chauncey received his Bachelor of Science from the University of Tulsa and later his law degree from Oklahoma City University School of Law.
Chauncey leads the Marketing and Financial Services operations of the firm. Chauncey’s duties are twofold: He splits his time between marketing UPAL and helping to widen its presence in the market, as well as helping clients with their financial planning and preparing for their futures, now and in retirement. He brings a wealth of knowledge about creating detailed financial plans and has implemented that into UPAL since his arrival.
Chauncey is a native of Tulsa and enjoys spending time with his Wife, Kate, and his twins, Carter, and Crandall. He is also an avid sports fan and enjoys playing golf and tennis.
