Email: firstname.lastname@example.org | Phone: (636) 532-7824 | Connect on LinkedinMeet With Kelsey Take Financial Assessment
Phone: (636) 532-7824
Connect on Linkedin
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, lounging by the pool and spending time with family and friends.
Wish Grantor for Make A Wish Foundation
Illinois College, B.S. in Accounting, Finance, and Management and Organizational Leadership
Southern Illinois University Edwardsville, M.S. in Business Administration
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163