Operations ManagerFor as long as she can remember, Chelsea has had a passion for making an impact on others and helping them pursue their full potential personally and professionally.
She obtained her Series 6 registration in 2015 and got her introduction to the financial industry as an investment counselor and administrator for institutional and multiple employer retirement plans. Her focus on making the most of every interaction with clients and providing them with an extraordinary client experience is ultimately what led her to the wealth management sector in 2017.
Diverse experience in supporting institutional and individual clients has helped Chelsea acquire valuable skills in process improvement, operations, analytics, and communication which help her provide clients with exceptional support.
In her spare time, she enjoys documentaries, reading, crafting, traveling with her spouse and children, and attending their sporting events.