Chloe has been serving clients in the financial services industry since 2018. She is a Chartered Retirement Planning Counselor (CRPC®) conferred by The College For Financial Planning. Chloe also holds Series 7 and 66 registrations with LPL Financial as a Registered Administrative Associate. Chloe earned a Bachelor of Science in Business Management from the University at Buffalo concentrating in Financial Analysis and Marketing. Chloe specializes in helping clients navigate major life transitions such as retirement, divorce, and widowhood. Chloe is passionate about guiding small business owners through proactive retirement and tax planning to help preserve what they’ve built and support both their business goals and personal dreams. Her approach centers on understanding each client’s unique circumstances and partnering with them to establish clear, attainable goals.
Chloe’s passion for financial planning stems from a pivotal event in her family in 2006. During a life-changing time, she witnessed firsthand the profound impact of strategic guidance and the difference a compassionate approach can make. Inspired by her uncle, a financial advisor who helped her parents through that process, she entered the industry to offer the same level of clarity, compassion, and support to others.
Outside of her professional work, she actively serves her community through organizations, including the WNY Women’s Foundation, Women’s Association of Lancaster Country Club, and UB Alumni Association.