As a Financial Planning Associate at WealthCrossing, Chloe supports the firm’s advisors in delivering investment, tax, retirement, and estate planning services to high-net-worth individuals and families.
Chloe brings a decade of diverse professional experience to her role, including time in higher education and public health. Prior to joining WealthCrossing, she served as a Financial Planning Specialist for an independent firm focused on serving the LGBTQ+ community and women in business. She found her calling in wealth management through a long-standing interest in personal finance and a passion for translating complex information into meaningful, actionable guidance, empowering individuals to confidently make decisions to turn their dreams into reality. As Chloe progresses in her career, she looks forward to using her expertise and strengths to give back to her community.
Chloe earned her Bachelor’s degree in Communication from Boise State University and a Master’s in Public Health from George Washington University. Originally from the West, Chloe now calls Richmond home. Outside of work, she enjoys hiking and exploring the city’s trail systems with her partner and their two dogs.
