Let's move forward. Together.

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Kelsey's tenure with UBS began in July 2015. She holds her CERTIFIED FINANCIAL PLANNER™ certification and also the Accredited Wealth Management Advisor designation.  Kelsey works alongside her clients to put together comprehensive financial plans and investment strategies using her extensive knowledge of wealth management to help them succeed in reaching their financial goals. She holds the Series 7 and 66 securities licenses and is licensed to offer insurance.

Before joining UBS, Kelsey worked as an accountant for KPMG.  Kelsey earned her Masters of Taxation and her Bachelors of Business Administration in Accounting from Baylor University. Out of the office, Kelsey enjoys traveling and spending time with her family.  She currently lives in The Woodlands, Texas with her husband.

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Baylor University, Bachelors of Business Administration in Accounting
• Baylor University, Masters of Taxation

• CERTIFIED FINANCIAL PLANNER®
• Accredited Wealth Management Advisor℠

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• NAPA Top DC Advisor Teams, 2022, 2024The NAPA rating is awarded annually in March based on information from December of the prior year.