Kelsey is a dynamic financial professional with a passion for helping clients achieve their financial goals. With a degree in Economics from Arizona State University and over eight years of experience in investment management and financial planning, Kelsey combines technical expertise with a personalized approach to deliver tailored financial solutions. His commitment to staying current with market trends and regulatory changes ensures that clients receive the most relevant and effective advice
Outside of work, Kelsey enjoys volunteering at local financial literacy workshops and exploring the world through travel.
FINRA Licenses - 7 | 66