Ever since she was young, Chloe has been a strategist. Whether planning college tours across the country, deciding in high school to pursue a career in a helping profession, or teaching others life skills like swimming and job interview prep, she has always taken initiative and found purpose in guiding others.

Chloe’s mission is to empower clients to take control of their financial future and build lasting stability. Her passion for financial planning was sparked by a personal experience— after witnessing her grandmother lose her life savings due to poor financial guidance, Chloe became determined to help others protect their future. She believes financial success isn’t just about wealth; it’s about security, opportunity, and peace of mind.

A first-generation college graduate, Chloe earned her Bachelor of Science in Business Administration with a concentration in International Business and a minor in Spanish from Xavier University. Committed to giving back, she proudly serves on the Board of Directors for Type One, Inc. / Type One Fitness, a nonprofit organization based in Norwell, MA. Type One Fitness is a welcoming, inclusive wellness facility open to all, with a unique focus on supporting individuals affected by type 1 diabetes through fitness, education, and community programs. The organization is equally dedicated to raising awareness and funding to advance research toward a cure.

Chloe is passionate about health and wellness and enjoys fostering connection, balance, and well-being in both her personal and professional life. Outside of work, she treasures quality time with her friends and family.

Education

Xavier University (2018-2022)