About
Chloé Briel is a Senior Advanced Planning Manager on Wealth Enhancement’s Advanced Planning team, where she partners with advisors and clients to deliver consistent, high-quality financial planning strategies. She also provides leadership support across the team, helping drive development, collaboration, and operational excellence.
With more than five years at Wealth Enhancement and nine prior years in wealth management, Chloé has experience as both a paraplanner and financial advisor. She works closely with advisor teams to build customized, comprehensive plans and contributes to the firm’s thought leadership through media engagements, educational content, and advisor resources. She was also named a 2026 Notable Woman in Banking and Finance by Minneapolis/St. Paul Magazine.
Chloé’s areas of experience include international financial planning considerations and inclusive planning, informed by her ADPA designation with an emphasis on domestic partnership planning.
Outside of work, Chloé enjoys spending time with her husband and son, walking her dog, baking (and sharing her creations on her food-focused Instagram), and traveling.
Education
- BA, University of Wisconsin-Madison
Awards
- Minneapolis / St. Paul Magazine – Notable Women in Banking & Finance (2026)
Recent Media Appearances
- Women’s World Online: Medicare Prescription Payment Plan Spreads Costs over 12 Months with Zero Interest—How to Enroll
