Our Team

“I am extremely proud of the talented people and diverse backgrounds that make up the Chicory Wealth team. Each one is hard-working, dedicated, and passionate about this work and the clients we serve.”

–Chicory Wealth CEO and Founder Maggie Kulyk

Maggie Kulyk, CRPC®, Chartered SRI Counselor^™, CEO and Founder, Partner

Find out more about Maggie and watch a short introductory video here.

 

 

Mary Shaltis, CPA, CFP®, APMA®, Financial Advisor, Partner

Find out more about Mary and watch a short introductory video here.

 

 

Jacob Newcomer, CFP®, Financial Advisor, Partner

Learn more about Jacob and watch a short introductory video here.

 

 

Dan Kirslis, CFP®, Financial Advisor, Partner

Learn more about Dan and watch a short introductory video here.

 

 

Daniel McNabb, CFP®, Portfolio Manager, Partner

Learn more about Daniel and watch a short introductory video here.

 

 

Christina Kramlich, CFP®, Financial Advisor

Learn more about Christina and watch a short introductory video here.

 

 

Allen Sakon, CFP®, CPA, Financial Advisor

Learn more about Allen here.

 

 

Katie Hagedorn, CFP®, CRPC®, BFA™, Financial Advisor

Learn more about Katie here.

 

 

Rosanna Marie Neil, JD, Financial Advisor

Learn more about Rosanna here.

 

 

Noelle Kacerek, Financial Advisor

Learn more about Noelle here.

 

 

Tina Tyson, Client Service Manager, Partner

Learn more about Tina here.

 

 

Liz McGeachy, Communications Director, Partner

Learn more about Liz here.

 

 

Paul Grabhorn, Operations Manager, Partner

Learn more about Paul here.

 

 

Jeff Audi, EA, Tax Manager

Learn more about Jeff here.

 

 

Shane Patrick, Operations Specialist

Learn more about Shane here.

 

 

Tricia Williams, Director of Operations Strategy & Analytics

Learn more about Tricia here.

 

 

Gwen Lee, EA, Tax Specialist

Learn more about Gwen here.