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Chloe is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them.
Chloe is a contributor to Business Insider, a founding member of the Investopedia Advisor Council, and serves on the Financial Review Board for Bankrate and LendEDU. Her advice has been featured in Financial Advisor, Wealth Management, NerdWallet, US News & World Report, and many more.
Through her leadership, contribution, and volunteerism within the financial services industry, Chloe has been recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017, Financial Advisor Magazine’s 10 Young Advisors to Watch in 2021, and Investopedia’s 100 Most Influential Financial Advisors in 2020, 2021, 2022, and 2023.
Bachelor of Science in Consumer Sciences with a concentration in Family Financial Planning and Counseling, University of Alabama
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