Chase Phillips Makes Forbes’ Next-Generation Wealth Advisors
- Nov. 22, 2021
Bank of America Merrill financial advisor and Badger alumnus Chase A. Phillips yet again made Forbes magazine’s list of Top Next-Generation Wealth Advisors (forbes.com/top-next-gen-advisors). He’s made the list every year since it was first compiled in 2017. Chase is ranked No. 238 out of 500 advisors nationwide.
More Alumni Notes
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Gary Jahnke, Founder and President of Huzzard Data Systems, shares that Huzzard Data was acquired in January by Click Theory Capital.
Life feels especially full this year – continuing to work as a financial advisor with Edward Jones, partnering with clients helping them achieve their goals. Proudly looking forward to my son’s graduation from the Air Force Academy and upcoming fl...
Joseph Landon Coleman, of Superior, Colorado, passed away on February 4, 2026, surrounded by his family, after a courageous battle with cancer. He was 59. Joe was born April 1, 1966, in New Orleans, Louisiana, to Walter and Ann Coleman. His childh...
Henry “Al” Engler ’61 passed away peacefully at home in Chapel Hill, NC, on January 30, 2026, surrounded by family. He will be remembered for his q...
Having gotten back into fishing in 1992, I (William Schultz ’73) caught and released my first smallmouth bass in May of 1994. Having kept a log during my time as a Badger swimmer and Hall of Fame racquetball career, I keep one for my fishing. So, ...
Samantha Rude ’18, MS’20 recently completed her PhD in plant pathology at the University of Minnesota. Sam has relocated to Sacramento, CA, to become a research scientist at California Seed and Plant Labs, where she specializes in the development ...
Kenneth M. Kapp MS’64, PhD’67, a former UW–Milwaukee mathematics professor and researcher, has been writing for a number of years. His essays have ...
After six years of hosting the Lead Balloon podcast about the adventures of professional storytellers, Wisconsin-based creator Dusty Weis ’07 has b...
Matthew Conley ’14 is now a senior associate and new part owner at Apex Engineers. A member of the firm’s Denver team since 2016, Conley is a go-to...
After working in international development for more than 25 years, Kristen P. Patterson MS’04 founded Sacred Journey Death Doula in late 2025. Based in Arlington, Virginia, Sacred Journey centers connection, compassion, reverence, and joy for indi...
Gary Jahnke, Founder and President of Huzzard Data Systems, shares that Huzzard Data was acquired in January by Click Theory Capital.
Life feels especially full this year – continuing to work as a financial advisor with Edward Jones, partnering with clients helping them achieve their goals. Proudly looking forward to my son’s graduation from the Air Force Academy and upcoming fl...
Joseph Landon Coleman, of Superior, Colorado, passed away on February 4, 2026, surrounded by his family, after a courageous battle with cancer. He was 59. Joe was born April 1, 1966, in New Orleans, Louisiana, to Walter and Ann Coleman. His childh...
Henry “Al” Engler ’61 passed away peacefully at home in Chapel Hill, NC, on January 30, 2026, surrounded by family. He will be remembered for his q...
Having gotten back into fishing in 1992, I (William Schultz ’73) caught and released my first smallmouth bass in May of 1994. Having kept a log during my time as a Badger swimmer and Hall of Fame racquetball career, I keep one for my fishing. So, ...
Samantha Rude ’18, MS’20 recently completed her PhD in plant pathology at the University of Minnesota. Sam has relocated to Sacramento, CA, to become a research scientist at California Seed and Plant Labs, where she specializes in the development ...
Kenneth M. Kapp MS’64, PhD’67, a former UW–Milwaukee mathematics professor and researcher, has been writing for a number of years. His essays have ...
After six years of hosting the Lead Balloon podcast about the adventures of professional storytellers, Wisconsin-based creator Dusty Weis ’07 has b...
Matthew Conley ’14 is now a senior associate and new part owner at Apex Engineers. A member of the firm’s Denver team since 2016, Conley is a go-to...
After working in international development for more than 25 years, Kristen P. Patterson MS’04 founded Sacred Journey Death Doula in late 2025. Based in Arlington, Virginia, Sacred Journey centers connection, compassion, reverence, and joy for indi...