Kelsey works with a broad range of individuals and families, families building wealth, those preparing for retirement, helping clients navigate comprehensive financial planning, investment management, retirement planning.

She takes a education-focused and long-term focused approach to planning, designed to help clients make confident, informed decisions.

Outside of work, Kelsey enjoys spending time with her husband and daughter, hiking with their dogs, traveling, and watching sports, especially soccer.

Serving clients in and around Denton and Southlake, TX.