Kelsey Wagner, CFP®
Client Relationship Associate
“I like making people feel more comfortable when talking about their finances. Clients select us because we operate like a family, with different areas of expertise, while offering valuable input that is tailored to their needs."
Background & Role
As Client Relationship Associate, Kelsey is a member of the financial planning and client relationship teams. Kelsey helps enter the financial planning data in eMoney, our financial planning software, as well as continually updating the plans. As part of the client relationship team, Kelsey assists with client requests and questions, including managing client meetings, onboarding new clients, and overseeing client engagement. She has been in the financial planning and investment management industry since 2019. Kelsey previously worked at Vanguard in North Carolina and tailors what she learned in a large corporate environment to benefit each individual client at PJS.
Kelsey lives in Glendale, WI with her dog, Gigi and various foster dogs. In her spare time, Kelsey enjoys spending time with her family and friends, traveling, cooking, and walking her dogs.
Credentials, Memberships & Associations
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
- Financial Planning Association (FPA) member
- B.S. Personal Finance – Financial Planning, University of Wisconsin – Madison
- Family Financial Planning Graduate Certificate, Iowa State University