Colin Chase, CFP®

I am a deep listener with a passion for asking questions and learning about you and your financial goals and concerns. I like solving problems, creating holistic strategy, and providing you with clear action steps to empower and energize you, your life, and your money. 

About Colin: Colin founded Mindful Money Financial Counsel in 2010 and has over 25 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. 

He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s as well as those nearing retirement. 

Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003. Colin’s favorite things to do in Chicago are bicycling, relaxing at Montrose Point Bird Sanctuary, and playing early morning pick-up soccer games at the Fire Pitch.

Mary Widman

I am Colin’s second set of eyes and an extension of his brain. I work behind the scenes to help keep projects organized, priorities clear, and details handled so Colin can focus on the big picture. I also support the team by editing and refining materials to ensure everything we produce is clear, polished, and accurate. My attention to detail and love for staying one step ahead complement Colin’s strategic thinking, and I enjoy being part of the process that helps our team deliver great work for our clients.

About Mary: Mary holds a Juris Doctor from Chicago-Kent College of Law and a bachelor’s degree in business administration from The University of Iowa. She also previously taught through the Teach For America program. Mary joined Mindful Money Financial Counsel in 2025.

Outside of work, Mary enjoys practicing yoga, reading, and traveling.