Chicory Wealth

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in education at DSST Public Schools, Relay Graduate School of Education, UnBounded Learning, Inc., and Brooklyn Prospect Charter School. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations with financial life planning and discretionary portfolio management. The firm integrates fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, and it manages approximately $683 million across 478 clients.

Katherine Hagedorn is a CFP® professional with over nine years of industry experience. She has worked at Chicory Wealth since 2021 and previously spent eight years at Ameriprise Financial Services, Inc. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, offering financial life planning and discretionary portfolio management primarily through a long-term trading approach.

Daniel Kirslis is a CFP® with seven years of industry experience currently with Chicory Wealth in Decatur, GA. He has previously worked at Maggie Kulyk & Associates, LLC and Ameriprise Financial Services, Inc. Outside of financial advising, he has experience with Applerouth Tutoring Services, LLC. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations and offers financial life planning alongside discretionary portfolio management.

Emily Deer is a financial advisor at Chicory Wealth with two years of industry experience. Prior to joining Chicory Wealth, she worked at Garver and spent five years with the Bill, Hillary & Chelsea Clinton Foundation. Outside of her advisory role, she is a fitness instructor at Jolly Bodies, a fitness center in Little Rock, Arkansas. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, quantitative models, and ESG metrics to create tailored asset allocations and offers financial life planning, discretionary portfolio management, and tax and estate-planning coordination.

Tina Tyson is a financial advisor at Chicory Wealth in Decatur, GA, holding a Series 65 designation with two years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates. Outside of advisory work, she operates a bookkeeping business. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, offering ongoing financial life planning and discretionary portfolio management.

Margaret Kulyk is a financial advisor at Chicory Wealth with 23 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding M. Kulyk & Associates, LLC. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, managing approximately $683 million for around 478 clients through a team of 11 advisors.

Ariel Rosenberg is a CFP® with two years of industry experience, currently serving as a financial advisor at Chicory Wealth. Prior to joining Chicory Wealth, he worked in various roles including at The Community Empowerment Fund and the Center for Cultural Innovation. Chicory Wealth is a multi-team registered investment adviser managing approximately $683 million for individuals, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create tailored asset allocations, offering financial life planning and discretionary portfolio management with a long-term trading approach.

Heike Lautenschlaeger is a CFP® and Series 65 credentialed advisor with three years of experience at Chicory Wealth. Prior to joining Chicory Wealth, she worked for seven years at the International Labour Organization. She volunteers with Savvy Ladies Inc, providing free financial education for women. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations with financial life planning and discretionary portfolio management. The firm employs a blend of fundamental analysis, quantitative models, and ESG metrics to create client-specific asset allocations and manages approximately $683 million across 478 clients.

Daniel Mcnabb is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Chicory Wealth. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2017 before joining M. Kulyk & Associates, LLC, where he has been since 2018. Chicory Wealth is a multi-team registered investment adviser managing approximately $683 million for nearly 478 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, offering financial life planning and discretionary portfolio management with a long-term approach.

Mary Shaltis is a CFP® with 12 years of experience in the financial services industry. She is currently with Chicory Wealth and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, quantitative models, and ESG metrics to create customized asset allocations, offering financial life planning and discretionary portfolio management.

Rosanna Neil is a CFP® and Series 65-licensed advisor at Chicory Wealth with four years of industry experience. She has worked at Chicory Wealth since 2021 and previously held roles at North American Marine Alliance, was self-employed, and worked with The Population Institute. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations with financial life planning and discretionary portfolio management. The firm employs a blend of fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, and it also provides model portfolio services to other RIAs.

Jacob Newcomer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Chicory Wealth in Decatur, GA. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017 before joining M. Kulyk & Associates, LLC in 2018. Outside of his advisory role, he serves as a board member of DH Pace Company. Chicory Wealth is a multi-team registered investment adviser that provides financial life planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create tailored asset allocations, offering ongoing reviews and the ability for clients to impose investment restrictions.