Chuck is a Tax Advisor for Avior Wealth Management.
Chuck has spent the majority of his life in Sonoma County since moving to Petaluma from New Mexico as a toddler. He attended Sonoma State University where he graduated Cum Laude with a Bachelor of Arts degree in Management in 1990. He became a Certified Public Accountant (CPA) in 1993.
His years of experience as a tax preparer came mostly from working for small local CPA firms with clients predominately in the wine, medical, and real estate industries. This experience is complimented by his knowledge later gained as a Controller for construction and engineering firms. He brought all of this to the table when he joined Montgomery Taylor Wealth Management, now Avior Wealth Management. As a Tax Advisor for Avior Wealth Management, he seeks to provide first-class tax advice to his clients.
Chuck and his wife, Karin, enjoy spending time with their four children. He can often be found reading a book, watching a Warriors game, playing guitar, or camping along the Pacific coast with his family.