Georgia
Daniel McNabb
I have worked with this team since 2014. My primary roles at Chicory Wealth are portfolio management, shareholder engagement, and socially responsible investing (SRI) research. I work with other investors…
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…
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…
Mary Shaltis
I have been working in the area of finance for more than 30 years. The first 25 years of my career were in the areas of real estate investments, financial…
Max Kulyk
My main interest is in people – getting to know them, listening to them, and helping them balance their finances with the rest of their lives in a way that…
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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.