Kelsey joined HB Wealth in 2014 and is currently a Wealth Advisor. She enjoys working with clients on identifying and prioritizing their financial goals, as well as providing advice on retirement, income and estate planning, risk management, and investments.
In addition to her role as an advisor, Kelsey serves as HB Wealth’s philanthropy chair. She leads a team that plans opportunities for employees to give back to their local communities.
Kelsey has a Bachelor of Arts degree in Communications from the University of Georgia. She completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2018 and is a CERTIFIED FINANCIAL PLANNER™ professional.
Kelsey lives in Roswell with her husband, John, and their three young daughters. In her spare time, Kelsey enjoys participating in her kids’ activities, volunteering at her church, and attending UGA football games.