Kelsey helps every part of your experience with Wealthmark run smoothly, from your first documents to ongoing reviews.
As an Administrative Coordinator, she manages the details behind the scenes—setting up client accounts, reviewing paperwork and requirements, coordinating contracts, and scheduling meetings. Her work helps keep everything organized, accurate, and on track so you can move through the planning process with clarity and confidence.
Known for her attention to detail and love of organization, Kelsey brings a thoughtful, steady approach to everything she does. She takes pride in supporting a positive client experience and assisting the team with day‑to‑day processes.
Outside of the office, Kelsey is a mom of five and manages a home farm while homeschooling her children—roles that reflect her strong sense of responsibility, organization, and care.