Chloe is dedicated to delivering exceptional service to our clients and providing seamless support to our advisory team. With a strong focus on efficiency and attention to detail, she ensures that every client interaction is handled with care and professionalism.
Her role encompasses a wide range of responsibilities, including account maintenance, service requests, and managing client communications. Chloe’s empathetic nature and commitment to excellence make her an invaluable resource for both our clients and our team. She takes pride in making every experience with our office smooth, responsive, and personalized.
Chloe is passionate about building lasting relationships with the families and individuals we serve. Her goal is to ensure that each client feels supported and well-informed throughout their financial journey.
Prior to joining our team in August 2025, Chloe served as an Executive Assistant at a solar energy-focused construction firm, where she honed her organizational and client service skills.
Originally from Smithfield, North Carolina, Chloe still resides there with her two children, Hobie and Harlin. Outside of work, she enjoys spending quality time with her family and attending live music events whenever she can.
