Products and Services offered

Kelsey joined First Command Financial Services as a Financial Advisor in September 2019, following a career as a financial advisor at Merrill Lynch. A graduate of West Texas A&M University with a Bachelor's degree in finance and management as well as a Master's degree in finance and economics, Kelsey holds Series 7 and 66 securities licenses plus state life and health insurance licenses. Understanding that the single most powerful contributor to financial well-being is behavior, Kelsey works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Kelsey is ready to assist clients as they pursue their goals through a lifetime financial journey. Active in her community, Kelsey is a member of Rotary Club as well as Military Affairs Committee and is a volunteer for Columbus Lowndes Chamber of Commerce. In her free time, Kelsey enjoys cooking, coffee, running and reading.

Business Hours:
M-Su Closed

Categories:
Financial Services,College Financial Planning Services

Specialties:
Comprehensive Financial Planning, Investment Strategies, Risk Management, Debt Management