Wealth Planning Advisor
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 successful individuals, families, and business owners to help them gain clarity on their desired financial future, then guides them to create a solid financial plan to support that vision. Whether a client has an upcoming retirement, a new job or career path, change in family member situations, or thinking about their legacy they want to leave, Kelsey helps her clients understand what they have and why they have it, and help them to feel confident, organized, and clear in their complex financial choices that support their lives, their family's lives, and their legacy.
Kelsey 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.
When not working, Kelsey enjoys exploring and supporting local businesses, exercising and being outdoors, running, and spinning. She enjoys spending time with her husband and their daughter, and their large extended family in the local area.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.