Safe Families for Children DFW
Chelsea has over 23 years of experience in the financial services industry, helping individuals, families and businesses achieve financial success in ways that have meaning to their individual circumstances and expectations. Working with a broad mix of strategies allows her to create smart solutions for her clients – she looks for opportunities to provide value and education about their finances as well as enhance their lifestyle!
Raised by a single mom who was widowed at a young age, Chelsea has empathy and personal experience with the financial, life and emotional challenges brought by crisis. She connects deeply with her clients, getting to know their family and their personal values. Legacy planning, preparing for health and aging concerns and solving future income needs are integral in conversations with Chelsea. She is honored by the trust placed in her to guide and advocate for her clients throughout their lifetimes.
Besides her role as a Family Coach with Safe Families for Children DFW, Chelsea is active with her church, St. Paul Lutheran – The Summit, assisting with the high school youth group as well as the annual fundraising golf tournament (planning and playing!). She enjoys the health and mental benefits of appreciating nature and the ability to exercise – you can meet her on the trail for a walk, she would love for you to join her! Her daughter Molly is in college at Stephen F. Austin and they both enjoy travelling together to camp, hike and adventure.