Kelsey joined Church Street Financial as a finance intern in the summer of 2019. After graduating with her BBA in Finance at Stephen F. Austin State University, she joined us full-time in 2020.
Since becoming full-time, Kelsey has obtained her Series 7 and Series 66 registrations, as well as the Chartered Retirement Planning Counselor designation, CRPC®. With her licenses, she is now one of our Investment Advisor Representatives. Kelsey’s main responsibilities in our office include meeting with clients regarding their investment accounts, servicing our 401k department, and running financial plans.
Kelsey has resided in Big Sandy her entire life and was the Salutatorian of her graduating class. She is active with the Big Sandy Community Church and leads their children’s youth ministry. Kelsey is also getting married this fall!
Thank you Kelsey for your dedication to our team and we are excited about your future here at Church Street Financial!
How long have you been with Church Street Financial?
I started at Church Street Financial in 2019 as an intern. I became FULL-TIME in 2020 after graduating from Stephen F. Austin State University.
What do you like most about the work we do here?
I enjoy helping others. no matter if the task is big or small, If I can help someone in any way, it makes me feel accomplished.
What do you think makes our team culture unique?
Our team is very supportive. even if it's something outside of work, We all make it a priority to check on each other.
How has your role evolved over time since you started?
I've obtained my Series 7, Series 66 registratons, and a Chartered Retirement Planning Counselor designation (CRPC®).
What is one thing people don't know about you that they would be surprised to find out?
I love to teach myself new skills, whether that is painting with different mediums or a random DIY project. I like to prove to myself that I can accomplish new things.
Thank you Kelsey for your dedication to our team and we are excited about your future here at Church Street Financial!