Chase has been a vital part of the Heritage team since its founding in 2005 and is partner of the firm. He has a deep appreciation for Heritage’s rich diversity and finds immense pride in the firm’s role as a trailblazer in shaping the future of wealth management.

Chase attended Virginia Tech and earned his B.S. in Business Administration from Old Dominion University. Chase is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent.

Chase is an active member of the Board of Trustees for Trinity Episcopal High School and Chesterfield Cultural Arts Foundation. He is also a member of the Central Virginia chapter of the Financial Planning Association (FPA), The Estate Planning Council of Richmond, and The Richmond Private Business Study Group. Chase volunteers with Junior Achievement of Central Virginia.

Chase and his wife, Lara, have two children together. He enjoys outdoor activities, and tailgating at Virginia Tech sports events.