Kelsey joined Aldrich Wealth in the Spring of 2021 and leans on her unique big city experience gained from a decade of financial services roles in both New York and San Francisco. Kelsey’s wealth management expertise includes helping women, families, and other high-net-worth individuals with financial education and planning. Kelsey has propelled her career forward by utilizing two core values–client trust and attention to details.
Kelsey’s passion for client education, specifically empowering women to become financially independent, has allowed her to build lasting relationships with her clients by helping them achieve their goals and financial freedom.
Kelsey graduated from Fordham University and earned her Bachelor of Science in finance with a minor in economics. She is a Certified Financial Planner (CFP®) and holds her Series 7 and 63 security licenses.
Outside of work, Kelsey loves to travel, spend time outdoors with her family, and is an avid runner.
