Chelsey joined the Retirement Planning Group team in 2023 as an Investment Support Specialist, with several years of industry experience in administrative services. After building a foundation in the financial world, Chelsey felt a true calling to focus on her professional career development with the goal of helping families with their financial planning and wealth management. As an Investment Support Specialist, Chelsey works closely mentoring with our advisors, assisting with client meeting preparation, case analysis, and implementation.
Chelsey is a registered representative working in a support capacity who has completed the following FINRA exam: Series 7 (General Securities) and is currently studying for her Series 66 (Uniform Combined State Law Examination).
In her free time, Chelsey loves spending time with her husband, Trevor, and chasing their two beautiful children around while enjoying the great outdoors, fishing, camping, and swimming.