Chi joined the HeimLantz team in 2018 and currently serves as an assistant in the firm’s Wealth Management Department. In this role, she acts as an important resource for advisors in the department.
A dependable professional, Chi describes herself as a “numbers person.” She chose to pursue a career in accounting because she is passionate about personal finance. Chi attributes her career success, in part, to the steady support of her husband. Chi’s favorite quote is a good embodiment of her personality: “Courage doesn’t always roar. Sometimes courage is the quiet voice at the end of the day saying, ‘I will try again tomorrow.’”
In 2002, Chi graduated from South Puget Sound Community College, earning an Associate of Art degree. She went on to attend Saint Martin’s University and graduated in 2004 with a Bachelor of Art in Mathematics.
Chi and her husband, Nathan, both grew up in Lacey, Washington. They now reside in Gambrills, Maryland with their two daughters, Gabrielle and Amelia. Chi enjoys living in the Annapolis area because of its rich history and inviting community. In her free time, Chi’s hobbies include tennis and photography.