Kelsey has been an integral part of the team since 2021 and oversees the day-to-day operations of the firm. She works across every area of the practice, helping coordinate the people, processes, and details that allow our team to deliver a consistently high level of service to our clients.
With a deep understanding of our financial planning process, Kelsey plays an important role in turning each client's strategy into action. From preparing for client meetings to coordinating follow-through and ensuring nothing falls through the cracks, her attention to detail and commitment to excellence help create a seamless experience for the families we serve.
Kelsey takes pride in making complex things feel simple and ensuring clients know they have an entire team working behind the scenes on their behalf. Outside of the office, she enjoys spending time with her husband, Zac, traveling, spending time with family and friends and baking.