Kelsi joined LPL Financial in 2018 as an LPL Registered Administrative Assistant and receptionist. She serves as the first point of contact for our clients, and is also responsible for a wide array of administrative tasks.
Kelsi started her career in the insurance industry back in 2011. At the age of 24 she purchased her own agency, and also started offering financial services. Looking to spend more time with her family, she sold the agency in 2017.
Kelsi now has her Series 6 and Series 63 registrations held through LPL Financial, as well as also still holding Life and Health Insurance licenses through New York State.
Kelsi was born and raised in Poughkeepsie, New York. In her free time she enjoys hiking, trying new restaurants, and most importantly spending time with her husband Brian and their daughters Lilliana and Gianna.