Joined Curi Capital
July 2020
Education
- BS in Business Management, Northeastern Illinois University
Previous Experience
- Shorewood Liquidators – Executive Assistant
- Curi Capital – Senior Wealth Management Associate
Bio
Kelsey’s journey with Curi Capital began in 2020. Her passion for helping others and building meaningful relationships led her to a career in wealth management.
Kelsey is a CERTIFIED FINANCIAL PLANNER™, holds her Securities Series 65 license, and has a business degree from Northeastern Illinois University. Outside of her work in wealth management, Kelsey is also a dedicated member of the Junior Board for Thresholds, Illinois’ largest nonprofit providing essential healthcare, housing, and support to individuals facing mental health and substance use challenges across Illinois. She also finds joy in pursuing personal interests such as golfing, traveling, and spending quality time with her family.
Kelsey firmly believes that a client’s unique goals, values, and aspirations should always be at the center of the financial planning process. She is eager to deepen her impact on her clients’ lives and advocate for greater access to financial education for all.