Kelsey has a background in personal financial planning for families and business owners. She studied at Neeley Business School at Texas Christian University in Fort Worth. As an advisor, she enjoys leading seminars on saving and investing principals, and has a newfound love for tax planning after spending the last 7 years working with local CPAs to bring her clients personalized tax solutions through investment strategy. Her focus in the day-to-day operations is on accumulation strategies for investors looking to save for retirement. Kelsey also specializes in the TRS pension and retirement plans for school districts in Texas.
In her spare time, she enjoys music. Kelsey sings in a band, and performs in the Stockyards on occasion!