Chelsea attended Texas A&M University, earning both her Bachelor of Business Administration in Accounting and her Master of Science in Accounting. She is a Certified Public Accountant and an Investment Advisor Representative. Chelsea is also member of the American Institute of Certified Public Accountants.
Chelsea has a diverse background with over ten years of experience in financial services including banking, public accounting, and financial planning. Her expertise is in business analysis and tax strategies.
“Having a well thought-out and intentional financial plan is imperative to being the most successful you can be in all phases of life. It is truly rewarding being able to help my clients navigate through all the unknowns to reach their current and future financial goals. The relationships you build along the way only make those successes that much sweeter.”
Chelsea and her family live in Frisco, TX. In her spare time, Chelsea is a travel enthusiast and avid sports fan. She currently sits on the Induction Committee for the Texas Sports Hall of Fame.