Chelsea is a seasoned professional with over 27 years of experience in the financial services industry. Her expertise lies in helping individuals, families, and businesses achieve financial success tailored to their unique circumstances and expectations. She employs a diverse range of strategies to craft intelligent solutions for her clients, always aiming to add value, educate them about their finances, and improve their quality of life.

Raised by a single mother who was widowed at a young age, Chelsea possesses a deep empathy and firsthand understanding of the financial, emotional, and life challenges that crises can bring. This personal background enables her to connect profoundly with her clients, taking the time to understand their family dynamics and personal values. Legacy planning, addressing health and aging concerns, and ensuring future income needs are key aspects of her client conversations. Chelsea considers it a privilege to be entrusted with guiding and advocating for her clients throughout their lifetimes.

Outside of her professional endeavors, Chelsea is actively involved in various community and church activities. She serves as a Family Coach with Safe Families for Children DFW and is engaged with her church, St. Paul Lutheran - The Summit, where she assists with the high school youth group and annual golf tournament planning and participation.

Chelsea prioritizes her health and well-being, finding solace and rejuvenation in nature and exercise. She invites others to join her on the trail for walks, embracing the opportunity for companionship and shared experiences. Additionally, she shares a passion for travel and adventure with her daughter, Molly, who is a graduate of Stephen F. Austin University. Together, they explore stunning national park locations across the United States, camping, hiking, and embarking on memorable adventures.