I joined Family Wealth Management, LLC in 2013 after graduating Magna Cum Laude with a BA in Finance from Wichita State University. My job is to assist clients with WealthVision, Account View, account inquiries, requests, and changes. I also handle much of the account opening process, transfers, and maintenance and servicing of financial planning. Please feel free to contact me if you have any questions regarding existing accounts, would like to request a change or withdrawal, or if you are needing any assistance with Account View or WealthVision. I will take care of your inquiries or refer you to the appropriate person to meet your needs as efficiently as possible. I look forward to making your experiences with Family Wealth Management easy and enjoyable.
Kelsey has earned her FINRA Series 6, 63, and 65 registrations held through LPL Financial.