Chloe is the Founder of Financial Staples, a virtual, fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech professionals and small business owners who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloe believes that money is an emotional topic and it impacts many aspects of our lives. 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 has helped many clients navigate the complex and confusing world of stock compensation. She believes that it can also be a lucrative part of an employee’s total compensation package that helps them achieve financial goals. In order to get the most out of stock compensation, it’s important to understand how it works and how it fits into a personal financial plan.
In addition to promoting financial literacy through volunteer efforts, Chloe also focuses on the cultivation of female and minority financial planners. 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.

Summits Attended: 2024 Pride

Diverse representation is a priority for us. We're proud to say that our Summit speakers are 80% queer women, 50% women of color, 25% Black & Latinx, and 15% transgender and gender nonconforming.