Kelsey is a Financial Planner.  She is a graduate of Endicott College, where she earned a degree in Business with a concentration in Entrepreneurship, and a double minor in Hospitality and Psychology.  Kelsey assists in financial planning for our clients and in the preparation of client meetings, as well as directly assisting clients.  She is actively involved in raising money for cancer awareness by participating in the Prouty.  Kelsey lives locally and enjoys travel, reading and spending time with friends and family.