What to say about Kelsey? 2nd generation financial guru, partner in Smart Investments, financial planner and doggo mumma. She always digs in to get ALL the information before going away to figure out how best to solve a problem. She's a good listener and a good question asker. She often gives me homework or things to go and figure out before she does the math. She always has options. She never makes me feel dumb for having 'just one more question'. She gets how all the pieces of the financial puzzle affect one another, stays on top of the government rule changes and knows how to optimize whatever I am able to throw into the pot at a given time. She stays in touch and reaches out to ask about adjusting things as the market changes. She thinks of things I didn't even know existed. I feel secure knowing I have Kelsey guiding our family's financial planning team.

I met Kelsey when I was an undergrad. I greatly valued her calm and visual approach to teaching me the basics of investment and tax planning - it had a profound impact on me. Even though I don’t live locally anymore I have still reached out for help with insurance packages or other advice. I would highly recommend Kelsey’s services to anyone.

Kelsey provided us with an excellent service. She is professional, efficient and so friendly and approachable. She is also very knowledgeable, open and upfront with her fees. She managed to accommodate our needs which were more complex than the average client's and worked around our difficult schedules. I definitely recommend her to anyone looking for a Financial Planner.

What to say about Kelsey? 2nd generation financial guru, partner in Smart Investments, financial planner and doggo mumma. She always digs in to get ALL the information before going away to figure out how best to solve a problem. She's a good listener and a good question asker. She often gives me homework or things to go and figure out before she does the math. She always has options. She never makes me feel dumb for having 'just one more question'. She gets how all the pieces of the financial puzzle affect one another, stays on top of the government rule changes and knows how to optimize whatever I am able to throw into the pot at a given time. She stays in touch and reaches out to ask about adjusting things as the market changes. She thinks of things I didn't even know existed. I feel secure knowing I have Kelsey guiding our family's financial planning team.

I met Kelsey when I was an undergrad. I greatly valued her calm and visual approach to teaching me the basics of investment and tax planning - it had a profound impact on me. Even though I don’t live locally anymore I have still reached out for help with insurance packages or other advice. I would highly recommend Kelsey’s services to anyone.

Kelsey provided us with an excellent service. She is professional, efficient and so friendly and approachable. She is also very knowledgeable, open and upfront with her fees. She managed to accommodate our needs which were more complex than the average client's and worked around our difficult schedules. I definitely recommend her to anyone looking for a Financial Planner.

What to say about Kelsey? 2nd generation financial guru, partner in Smart Investments, financial planner and doggo mumma. She always digs in to get ALL the information before going away to figure out how best to solve a problem. She's a good listener and a good question asker. She often gives me homework or things to go and figure out before she does the math. She always has options. She never makes me feel dumb for having 'just one more question'. She gets how all the pieces of the financial puzzle affect one another, stays on top of the government rule changes and knows how to optimize whatever I am able to throw into the pot at a given time. She stays in touch and reaches out to ask about adjusting things as the market changes. She thinks of things I didn't even know existed. I feel secure knowing I have Kelsey guiding our family's financial planning team.

I met Kelsey when I was an undergrad. I greatly valued her calm and visual approach to teaching me the basics of investment and tax planning - it had a profound impact on me. Even though I don’t live locally anymore I have still reached out for help with insurance packages or other advice. I would highly recommend Kelsey’s services to anyone.

Kelsey provided us with an excellent service. She is professional, efficient and so friendly and approachable. She is also very knowledgeable, open and upfront with her fees. She managed to accommodate our needs which were more complex than the average client's and worked around our difficult schedules. I definitely recommend her to anyone looking for a Financial Planner.