Chase is one of Heritage’s longest-tenured leaders, having been part of the firm since its founding in 2005. He guides the firm’s financial and operational strategy and helps steward long-term growth. Chase works closely with several of Heritage’s largest client relationships, providing coordinated insight across planning, tax strategy, and legacy building.

He brings a deep understanding of Heritage’s culture, values, and service model. His perspective as an early team member continues to shape how the firm delivers a stable, scalable experience for the families it serves.

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 Enrolled Agent (EA) designation.

He is active in the Richmond community, serving on the Boards of Trinity Episcopal High School and the Chesterfield Cultural Arts Foundation, and participating in the Estate Planning Council of Richmond, the Financial Planning Association of Central Virginia, the Richmond Private Business Study Group, and the VCU Massey Comprehensive Cancer Center Advisory Board. He also 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 sporting events.