Kelsey joined Plancorp in 2020 as a Financial Planner. She has worked in the Wealth Management industry since 2013, where she specialized in investments and portfolio management.
As a CERTIFIED FINANCIAL PLANNER™ professional, she is passionate about providing individuals with customized comprehensive financial planning. Her desire to go above and beyond to help people achieve financial wellness has allowed her to build strong relationships with clients.
Outside of work Kelsey is avid about the outdoors, especially when it’s warm out. She enjoys hiking, golfing, live music, tennis, lounging by the pool and spending time with family and friends.
Illinois College, B.S. in Accounting, Finance, and Management and Organizational Leadership
Southern Illinois University Edwardsville, M.S. in Business Administration
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.Take Our Free Analysis
I can help. Schedule a 15-minute introductory call with me to get real answers to your questions from an independent advisor.
Find out how Plancorp's financial firm is different than the other firms you're used to.