Eric Benzel-Ward Financial Advisor

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 mind needed to navigate complex financial decisions and achieve their biggest goals.

Prior to Chicory Wealth, I served as Vice President at a major educational non-profit in Colorado. My lifelong commitment to mission- and values-driven organizations naturally led me to the Chicory team.

Driven by a deep commitment to continuous learning, I hold a B.S. in Applied Mathematics (CU Boulder) and an M.A. in Mathematics Education (Columbia University). I completed a Certificate in Financial Planning, passed all required coursework and exams for the CERTIFIED FINANCIAL PLANNER® certification, and have passed advanced coursework to become a Tax Planning Certified Professional® (TPCP®).

Outside of work, I love spending time outdoors, picking up new hobbies, and traveling. I live near Boulder, CO, with my husband and two young sons.