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 in 1993.
His years of experience as a tax preparer came mostly by working for small local CPA firms with clients predominately in the wine, medical, and real estate industries. This experience is augmented by his knowledge gained as a Controller for construction and engineering firms. All of this knowledge culminates in his current position as a Tax Advisor with Montgomery Taylor Wealth Management, where 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 coast with his family.