Kelsey’s hard work ethic, enthusiasm, and focus contribute significantly to the exceptional client experience that our team at Oley Kinser Concierge Wealth strives to deliver. Kelsey’s previous client service experience, working closely with an affluent clientele in the luxury retail sector in Southwest Florida throughout her career, has provided an excellent foundation to help the team deliver an exceptional wealth management experience today.
As a Client Service Associate and a key member of the Oley Kinser Concierge Wealth team, Kelsey primarily focuses on providing operational support for clients as well as administrative functions and leads the team’s business development initiatives.
Originally from Cape Coral, Florida and, as a native to Southwest Florida, Kelsey takes pride in her community and has enjoyed watching it grow into the vibrant place it is today. Kelsey earned a Bachelor of Arts Degree in Communications with a concentration in Public Relations from Florida Gulf Coast University, where she graduated Summa Cum Laude.
Outside of the office, Kelsey enjoys exercising as well as relaxing poolside taking advantage of the beautiful Florida weather. Kelsey also enjoys spending time with her friends and cherishes family time.