Archives: Team Members

Brad Morrison

Feb 27, 2022
Brad was born and raised in Kenwood and has lived in Sonoma County almost all of his life. For over […]

Caitlin Durham

Feb 27, 2022
Caitlin was born and raised in a small gold-mining town in northern California. She moved to Sonoma County to attend […]

Chuck Harris

Oct 5, 2021
Chuck has spent the majority of his life in Sonoma County since moving to Petaluma from New Mexico as a […]

Angela Harrington

Sep 9, 2021
Growing up in Los Gatos, California, Angela started her career in the medical field where she quickly fell in love […]

Justine Hernandez

Feb 13, 2021
  Justine Hernandez grew up in Yuba City, where she attended both Yuba City High School and Yuba Community College. […]

Ben Lane

Feb 13, 2021
Ben joined Montgomery Taylor Wealth Management as a Tax Advisor. After years with a tax firm in Marin County, Ben […]

Amanda Espinoza

By: Paige
Dec 7, 2020
    Originally from San Jose, Amanda fell in love with the vibrant culture of Sonoma County and now resides on the eastside of […]

Chase Overholt

By: Paige
Dec 7, 2020
Chase joined the Montgomery Taylor Wealth Team as an Operations Associate after years of experience in client relations in other […]

Sharon Wirth

By: Paige
Aug 20, 2020
    Sharon grew up in Mendocino County and began her career in Business Tax Services with Deloitte in the […]