Team Member Details
About Me
Kelsie joined Plancorp as a Financial Planner in 2020 after four years in public accounting. Her background in tax preparation and planning is invaluable to both the firm and our clients.
During her time at Truman State University, Kelsie was involved in several organizations and served as President of her sorority, receiving Truman’s Outstanding Large Organization President Award in 2015. After graduating with her Master of Accountancy in 2016, Kelsie earned her Certified Public Accountant Certification.
Outside of the office, Kelsie enjoys reading, golfing, and spending time with her friends and family.
Community Involvement
-
Member of InspireHer: Plancorp Women’s Initiative
-
Plancorp Philanthropy Committee
Education
-
Truman State University, Master of Accountancy, 2016
-
Truman State University, Bachelor of Science in Accounting, 2015
-
Truman State University, Bachelor of Arts in Business Management and Minor in Spanish, 2015
I'm Ready to Help You With
What's My Plan Missing?
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
Recommended Resources
- Maximizing Your Post-IPO Equity: Tax Strategies, Diversification, and Financial Planning
- 6 Costly Roth Conversion Mistakes to Avoid
- Beyond AGI & MAGI: Multi-Year Tax Planning for High Earners
- The 8 Essential Elements of a Complete Financial Plan: A Guide to the Financial Planning Process for High-Net-Worth Individuals
Your Guide to a Better Advisor Experience
At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.
