Kelsey is a licensed financial advisor specializing in offering comprehensive advice to Gen Z, Millennials, and Gen X. From the early stages of starting an emergency fund through to complex and innovative wealth management strategies as you gear up for retirement, she is there to guide you each step of the way. She also oversees all portfolio management, account trading, and client communication. Her passion for financial planning started after spending her summers interning at our firm. Because of this experience, she decided to join the firm officially in May 2017. She comes to us armed with interpersonal skills, problem-solving, and a bachelor’s degree in Entrepreneurship and Family Business from Auburn University’s College of Business. In addition, she holds the General Securities Representative Series 7 license, Investment Advisor Representative Series 66 license and she is a Licensed Life & Health Insurance Agent. She is currently enrolled in the Certified Financial Planner (CFP®) certification program.
In her free time, Kelsey enjoys spending time with her family, traveling, and baking. Born and raised in Dunedin, Florida, she loves to spend time with her husband, Rob, daughter, Eloise, and dog, Indy, at the beach.
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