Client Experience Team
Emily France
I joined the Chicory Wealth team in October 2024 and serve as a Client Service Associate. I am passionate about helping people, and I am fortunate to be able to…
Shane Patrick
As the Client Service Associate at Chicory Wealth, I help with the tasks and workflow of the company. I help with opening accounts, account maintenance, third party communications, money movements,…
Paul Grabhorn
During the time I’ve been with Chicory Wealth, I’ve gotten to know our clients well and learned what’s most important to them. That’s why I’m passionate about making sure their…
Tina Tyson
I am usually the first person people encounter when they reach out to our office, and I love that. I guide new clients through each step of their initial engagement…
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