Licenses and Professional Certifications
- Series 7 - held through LPL Financial
- Series 65 - held through LPL Financial
After spending 13 years in information technology consulting, Kelsey decided to pursue a passion she's had since was young: helping people prepare for their futures and build sustainable wealth. Her mission is to give people the confidence and knowledge they need to take control of their financial future. She helps empower families by making financial planning and investing approachable; not overwhelming.
Kelsey graduated from the University of Missouri with a degree in Exercise Science and Nutrition in 2010 and earned her Masters in Public Health from the University of Kansas Medical Center in 2012. She resides in Lee's Summit, Missouri with her husband and son. Outside of her career, she enjoys spending time with her family, weekends at the lake, cooking, and also acting as a Certified Barre Instructor.