“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
Serving as a Wealth Adviser, Kelsey is a member of the financial planning, investment committee, and client relationship teams. Kelsey's approach is centered on education and empowerment as she works with prospects and clients in developing tailored financial recommendations and plans. Kelsey 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 dogs, Gigi and Rupert, as well as 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
- NAPFA-Registered Financial Advisor
Education
- Master of Family and Consumer Sciences, Financial Planning, Iowa State University
- B.S. Personal Finance – Financial Planning, University of Wisconsin – Madison