CFP®, CRPC®, BFA™
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 in this field since 2013. I studied financial planning at Virginia Tech and am a CERTIFIED FINANCIAL PLANNER™ practitioner. I’m passionate about holistic financial life planning and socially responsible investing (SRI). I deeply believe in being good stewards of the Earth and advocating for change to create a more equitable world.
I currently reside in the northern suburbs of Chicago with my hilarious husband, our sweet young son who is the light of our lives, and our two kitties whom we adore. For me, a balanced life includes spending time with my family playing with my son and going on walks, getting outside on bike rides and hikes, volunteering at the local food bank, and curling up on the couch with a warm cup of coffee and a good book or show.