Favorite quote: If you hear a voice within you saying “you cannot paint,” then by all means paint and that voice will be silenced.” – Vincent Van Gogh
Kelsey works with individuals and families to help them gain clarity on their desired financial future, and then guides them to create a solid financial plan to support that vision.
She has an MBA from Alfred University and a BS in Accounting from Alfred University. She is a CPA, and holds securities registrations Series 7 with LPL Financial and the Series 66 with LPL Financial and Marshall & Sterling Wealth Advisors. Kelsey is licensed for securities in NY. She is also licensed in Life, Accident & Health Insurance.
In the accounting industry since 2010 and financial industry since 2016, Kelsey enjoys getting to know her clients’ unique current and future desired financial pictures, helping them pull all their goals together, and guiding them in establishing a cohesive and comprehensive financial plan. Whether they are saving for retirement, working to eliminate debt, or saving for their children’s college education, she understands how the right financial decisions made now can significantly impact the future.
When not working, Kelsey enjoys exploring and supporting local businesses, exercising and being outdoors, running, and spinning. She is on the Board of the Poughkeepsie Farm Project and enjoys being involved with the farm and its programs and activities.
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