Peyton Chase

Peyton Chase is a Client Relationship Manager at Heron Creek Advisors, where she thrives on building meaningful client relationships and creating positive, personal experiences. She enjoys the human connection behind the numbers—chatting directly with clients, helping them feel supported, and getting to know them beyond their financial goals.

A Richmond native and proud Longwood University graduate with a bachelor’s degree in Psychology and a minor in Sociology, Peyton joined Heron Creek in 2023. Her background brings a unique perspective to her work, combining emotional intelligence with a strong interest in the structure and strategy behind financial services. While she’s still early in her career, she’s actively pursuing certifications and licensure to continue growing in the field.

Peyton is motivated by purpose and progress—whether she’s refining internal processes, solving spreadsheet challenges, or supporting a team goal. She’s energized by a sense of forward momentum and the knowledge that her work contributes to something bigger.

Outside of Heron Creek, Peyton works part-time at Mainline Brewery, where she enjoys being part of Richmond’s lively local scene. In her downtime, she loves trying new restaurants, spending time with friends, and relaxing at home with her cat, Walker. Fun fact: Peyton is Kappy’s niece—and yes, she was named after Peyton Manning!