Chloe grew up in Northern California and graduated from The Neeley School of Business at Texas Christian University with a B.B.A. in Finance with a Real Estate Concentration. Chloe comes to Regatta from Fidelity Investments where she worked as a planning consultant directly helping clients organize and analyze their personal finances. Prior to Fidelity, she issued commercial real estate loans and assisted legal teams enforcing broker-dealer FINRA compliance.
Chloe is passionate about financial literacy. ESG, cybersecurity and real estate are some of the investment sectors that spark her interest. More than anything, Chloe cares about connecting with her clients by understanding their background and ideals so that she can empower them with a plan to reach their short and long-term goals.
In her spare time, Chloe enjoys finding herself in nature by going on long hikes. She loves traveling, playing ukulele, and spending quality time with friends and family. Chloe is an animal person, and her world currently revolves around her two sphynx cats, Kiwi and Cosmos.