Chelsea is a Senior Financial Advisor with 5 years of experience currently serving the Madison markets. Chelsea uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help pursue those goals.
Prior to joining the BMO Investment Services team, Chelsea received her Bachelor of Business Administration in Finance, Investment and Banking from the University of Wisconsin - Madison. She is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® and holds securities licenses 7 and 66, held through LPL Financial along with her life, health and annuity insurance licenses.
Chelsea currently serves in the Rotary Club of Madison After Hours as a Past President and enjoys leading her club in philanthropic projects to fight hunger, provide vaccinations for diseases, and strengthen community engagement of young professionals. She is a mentor through Big Brothers Big Sisters and enjoys spending time with her "Little Sister", empowering her to achieve her full potential. Additionally, she serves on committees through GiGi’s Playhouse Madison to further the mission of changing the way the world views Down syndrome and to promote acceptance for all. In her free time, Chelsea enjoys traveling, playing volleyball, and biking the trails around Madison.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management