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Wealth & Tax Associate

Chase Overholt

Chase joined the Montgomery Taylor Wealth Team as an Operations Associate after years of experience in client relations in other industries.

Chase is a Sonoma State University graduate and one of only 5 in his department to be awarded the mark of “Graduation with distinction.” He earned a Bachelor of Arts degree in Pure Mathematics while chartering an animal advocacy club, and serving as treasurer of both The Mathematics and Statistics Club and Students for Sustainability.

Chase is a published author of two cookbooks. In his free time, Chase loves to create new recipes and travel to new places. His favorite place in the world is the Bodega Bay Head Trail right here on the rocky Sonoma Coast.

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Areas of Focus.

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