Chelsea is an Investment Advisor for our wealth management team. She focuses on client service, devising and maintaining portfolios that meet individuals’ needs, billing and compliance.
Chelsea has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine for 2020, 2021, and 2022.
- Managing client portfolios
- Client service
- BA in Business, University of St. Thomas
- Certified Financial Planner™
- Internship, TorchLight Advisors LLC
- Member, Financial Planning Association of Minnesota