Meet Your Team

Connecting, sharing, and partnering. Working in the financial services industry is an important part of Rick Chaffee’s history. With a great-aunt, grandmother and uncle before him, Rick represents the fourth generation focused on the wealth transfer needs of individuals and…

Steve Norton is a seasoned attorney and real estate broker with nearly two decades of experience in the real estate industry. He brings a unique dual perspective, being licensed in both law and real estate, which allows him to navigate…

Tammy has been with Chaffee & Associates since 1988. This fact is clear in her dedication to clients, understanding of the industry, and thoughtful experience. With such a history in the financial industry, Tammy finds that she is still excited…

With 30 years of experience in estate planning administration, Julie has dedicated her career to ensuring our clients can navigate their estate plans with clarity and confidence. Her attention to detail allows her to specialize in coordinating the various parts…

Heather has been with Chaffee & Associates since 2000. She has extensive experience working with insurance carriers and has a great understanding of clients’ needs. Heather carries a sense of professionalism and urgency to complete processes for our clients. Each…

Jessica brings a depth of experience to her role; she began working in the financial service industry in 2011 and is supported by four generations of financial professionals before her. She grew up in Edina, Minnesota, where she fostered her…

Since joining Chaffee & Associates in 2022, Joey has become an integral part of our team, bringing energy and insight to every project. What started as a college internship grew into a full-time role, where he leverages his experience in…

Allison began her work with Chaffee & Associates in 2022, when she collaborated with Rick to write his family’s legacy book. Soon, Allison found that her post-graduate goals aligned with the mission of Chaffee & Associates. In 2024, Allison began…

Brittany is the first person to greet anyone who steps into our office. She came to Chaffee & Associates in 2024 with years of experience in administrative work. Brittany manages all aspects of the firm – she initiates communications between…