About the Chase Group of Wells Fargo Advisors
David J. Chase
Managing Director-Investments
Private Wealth Financial Advisor
David Chase is responsible for advising high net worth families, executives and institutions in support of investment, financing, risk management and wealth transition needs. David works closely with clients’ trusted tax and legal advisors on all matters, including wealth transfer, executive compensation plans and the sale of privately held businesses. He has met the stringent criteria and completed the required training to earn the Senior Private Investment Management (PIM) Portfolio Manager* designation at Wells Fargo Advisors as well as the requirements for the Private Wealth Financial Advisor Program. In 2022, 2023 and 2024 David was recognized by Forbes magazine as one of their Best-In-State Wealth Advisors** for Illinois.
Previously, David was a financial advisor with Credit Suisse and Bernstein Global Wealth Management. He was also president of Dana Chase Publications, Inc., a privately held media company, and managed the family’s investments and financial affairs. In 2006, he structured and negotiated the company’s sale to a leading private equity firm.
David is a graduate of DePauw University and earned his MBA from the University of Chicago’s Booth School of Business.
David and his wife live in suburban Chicago with their three children. When not working, studying the markets or spending time with family, he enjoys golf, skiing, fishing and being outdoors.
Robert Balfour
Financial Advisor
Robert Balfour has 10 years of experience as a wealth management professional. Often the first point of contact, Robert takes the time to understand the needs of clients to drive operational excellence on behalf of the team and its clients. Whether he is working with young professionals, business owners, or high net worth families, Robert is focused on providing clients with straightforward, comprehensive and unbiased advice.
He currently holds the FINRA Series 7, Series 63 and Series 65 registrations and is in the process of obtaining his CERTIFIED FINANCIAL PLANNER™ professional accreditation.
Robert resides in the West Loop of Chicago and is a graduate of the DePaul University Driehaus School of Business. While outside the office, he enjoys playing golf, spending time on the water and relaxing with family and friends.
Mia Costarella
Private Wealth Registered Client Associate
Assistant Vice President
Mia Costarella has more than 30 years of industry experience. She is committed to delivering exceptional ongoing client service while ensuring timely and accurate attention to each client’s needs. She provides clients of The Chase Group of Wells Fargo Advisors with the high level of personalized attention needed by high net worth individuals and families.
Essential to her approach is the building of personal relationships with clients. Her listening skills and knowledge can help clients feel welcome and understood. Her attention to detail in the management of day-to-day operations is an asset to clients and The Chase Group.
Mia is a graduate of Eastern Illinois University and holds FINRA Series 7, Series 8, Series 63 and Series 65 registrations. She resides in the Lincoln Park neighborhood of Chicago with her husband. In her free time, she enjoys cooking, gardening and entertaining.
Natalie Dymkowski
Registered Client Associate
Natalie Dymkowski serves clients of The Chase Group of Wells Fargo Advisors with responsiveness and an inviting attitude. Assisting in many areas of our business, her objective is to ensure client requests are addressed promptly and according to their individual needs. Establishing a strong connection with clients as well as executing responsibilities to their conclusion are her strengths.
Natalie has family members who are financial service professionals and she chose wealth management as a fulfilling career. Prior to joining Wells Fargo Advisors, she was a broker at Charles Schwab.
She obtained her Series 7, 63 and 65 registrations after graduating from Michigan State University. Natalie lives in the Chicago Loop area and enjoys running, reading and spending time with family and friends.
* The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
** 2024 Forbes Best-In State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on the time period from 6/30/22-6/30/23 (Source:Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research, LLC based on the time period from 6/30/20-6/30/21. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.