As a fully independent financial services and advisory firm, we are excited to continue on the great service we have provided the area for over 14 years. Our friendly and professional team of advisors is available to meet with you at your school, home, or at our office and at a time that is convenient for you. While we’ve specialized in working with Educators in the past, we now can build on that great service and help more people in the community. Learn more about our team below.
Chase Polly is the President of Polly Financial Management. He is an Investment Adviser Representative and Registered Representative with Lincoln Investment. He has a Series 6 and Series 65 and is licensed to sell annuities and life insurance.
Chase was born in Alabama and graduated from Auburn University in 2007 with a B.S. in Economics. He started working with Horace Mann as a licensed producer in 2010. In 2014, he moved to Chambersburg, PA to manage the Horace Mann agency that had been serving clients in the area for 20+ years. In 2016, he took over ownership of the agency. After 5 successful years, multiple Leadership qualifications, and multiple MDRT qualifications, he decided it was the right time to make the move to an independent agency to better service our clients.
Chase’s wife, Kelli, is an Elementary teacher in Chambersburg Area School District. In September of 2022, he and Kelli welcomed their daughter, Lux, to the world.
In Chase’s free time, he enjoys outdoors. Whether it’s camping, hunting, fishing, or just working in the yard, he enjoys being outside. He is very active in his church, Grandpoint Shippensburg, as a Circle leader and Develop team member. He also enjoys movies, video games and new technology. As an Auburn Alum, Chase is an avid Auburn football and basketball fan.
Bryce was born in Chambersburg, PA and graduated from Chambersburg Area Senior High School in 2020. He is currently studying Finance and Marketing at Shippensburg University.
In his free time, Bryce enjoys hiking, fishing, and kayaking. He loves spending his time playing sports like spikeball, football, volleyball, and basketball. He also attends King Street Church.