North Carolina
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…
Brad Hager
I have more than 25 years of experience in providing strategic tax planning, tax preparation, compliance, and consulting services for individuals, families, and small businesses. I have served a diverse…
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…
Blog Categories
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.