Kelsey Wagner Stockhausen

Kelsey is a trusted financial advisor dedicated to helping our clients navigate their financial journeys with confidence. From laying a strong foundation with an emergency fund to crafting sophisticated wealth strategies for retirement, she provides tailored guidance at every stage of life.

As an integral part of our team, Kelsey actively participates in all client meetings, offering personalized insights and a strategic perspective. She also oversees portfolio management, account trading, and client communication, ensuring a seamless and efficient financial experience. With a natural ability to connect with clients and solve complex financial challenges, she brings both expertise and a personal touch to her work.

Her passion for financial planning began during her summers interning at our firm, leading her to officially join in May 2017, after graduating from Auburn University. Kelsey holds a Bachelor’s degree in Entrepreneurship and Family Business from Auburn’s College of Business and has earned multiple industry certifications, including the General Securities Representative (Series 7) and Investment Advisor Representative (Series 66) license, as well as her Life & Health Insurance certification. She is currently pursuing the Certified Financial Planner (CFP®) designation to further strengthen her ability to help clients achieve their financial goals.

In her free time, Kelsey enjoys spending time with her family, traveling, and baking new recipes. Born and raised in Dunedin, Florida, she loves spending time with her husband, daughter, and dog at the beach.

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