I joined Family Wealth Management, LLC in 2013 after graduating Magna Cum Laude with a BA in Finance from Wichita State University. For my first 6 years at Family Wealth Management, I worked as Mike Harvey’s LPL Registered Assistant. I made the natural transition to the role of an Advisor in 2019 and plan to follow closely with Mike’s philosophies and investment strategies, combining our experience to better serve you. I will make every effort to provide cooperative financial advice and services to every client, helping to manage financial concerns and pursue goals. My goal is to take the intimidation factor out of the complex financial world and guide clients through a gratifying experience, in an approachable and accommodating manner. I will also assist clients with account inquiries, requests, and changes as well as WealthVision, Account View and financial planning needs. Please feel free to contact me for anything you may need from general service requests and inquiries to financial consultations and account opening. I look forward to assisting you in your financial journey.
Kelsey has earned her FINRA Series 6, 63, and 65 registrations held through LPL Financial.