Advisor Team
Shelly Jackson
Before joining Chicory Wealth, I spent the first decade of my career in leadership roles at arts nonprofits, focusing on charitable giving, fundraising, and community programming. Later, I co-founded and…
Eric Benzel-Ward
I am passionate about helping clients align their financial lives with their personal values. The most rewarding part of my role is giving clients the clarity, confidence, and peace of…
Kelly McShane
As an advisor at Chicory Wealth, it is an honor to support our team and collaborate with clients through holistic, values-aligned financial life planning. I hold a Bachelor of Science…
Beck Ringle
I began pursuing a career in financial planning in 2021, bringing perspective from a decade in sustainable agriculture distribution and business management. Having supported local food systems from farm to…
Heike Lautenschlaeger
I joined Chicory Wealth in November 2023, and I feel privileged to have the opportunity to work alongside clients, helping them to achieve their financial, life, and heart goals. Before…
ari rosenberg
After 17 years working with nonprofits, I joined the Chicory Wealth team in February 2024. My role is to work with clients to help them achieve their financial and life…
Emily Deer
My career has long been focused on finding connections between money and meaning – it began with raising money for a global nonprofit and transitioned into being a steward of…
Rosanna Marie Neil
I’m an advisor with a background as an attorney and advocate. Most of my career has revolved around creating change in the world — from the top down (through domestic…
Katie Hagedorn
I’m an advisor here at Chicory Wealth, and I’m lucky to be living out my dream of helping clients. I joined the team in February 2021 and have been working…
Jacob Newcomer
I am a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) with degrees in Finance, Information Systems, and Organizational Leadership. I was formerly a Financial Analyst at Siemens Industry Inc., working in various…
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The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.