Chloé is an Advanced Planning Manager on our Advanced Planning team, supporting Wealth Enhancement’s advisors and clients by providing high-quality, consistent financial planning advice and solutions. She has been with Wealth Enhancement for over 5 years and spent the 9 years prior in wealth management as a paraplanner and then an advisor.

Chloé works closely with our advisor teams to create customized, comprehensive financial plans. Her approach includes reviewing and summarizing client goals and planning needs; creating an accurate summary of clients’ current financial position; aggregating and organizing wills, powers of attorney, and other legal documents; review tax returns to determine if all appropriate tax savings strategies are being utilized; and reviewing other client needs, including insurance and risk management, protection strategies, charitable giving. When she’s not working, Chloé enjoys walking with her dog, baking (and taking pictures for her food-related Instagram), and traveling.