Kelsey’s experience with financial planning goes back to her high school days when she interned with Triad Advisors (a broker-dealer) and Financial Innovations, LLC (a boutique financial-planning firm). Learning about various facets of the financial-planning landscape sparked her passion for the field and fueled her decision to pursue a career in financial planning.
Years later, she now is a financial planner at Redwood, supporting two of our firm’s three partners by preparing financial plans and handling meeting preparations and follow-ups. Her goal is to become a wealth manager – a craft she’s eager to learn through her work with Lane and Raj.
Prior to joining Redwood, Kelsey was a financial planner for Financial Innovations, LLC, and a financial advisor associate for SunTrust Investment Services. In her previous roles, she helped clients establish their current financial pictures and develop comprehensive financial plans.
She attended The University of Georgia, where she graduated magna cum laude with a bachelor’s degree in financial planning. While at UGA, she was an active member of the university’s Student Financial Planning Association. She also competed in several financial planning competitions and was awarded scholarships to attend various conferences. Recently she obtained her CFP® designation.
Kelsey also is adventurous. In her spare time, she enjoys traveling, trying new restaurants, attending concerts and sporting events, and playing golf. She also completed her first half-marathon recently and is deciding what challenge to take on next.