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Kelsea joined SFP Wealth in January 2023 as the Director of Investment Operations. She has extensive experience building complex operational processes and loves using technology to make life (and work) easier. As a natural problem solver, Kelsea is passionate about providing world class service and delivering results.

Kelsea graduated from University of San Diego with a Bachelor of Business Administration in Finance and a minor in Psychology. She holds the Series 66 and Series 7 licenses.

In her free time, you can find Kelsea learning a new hobby, adventuring with friends, or outside on a boat, mountain, or trail.