Kelsey is the Administrative Associate for business services, supporting advisors across the firm with 401(k) plans and other corporate financial and insurance needs. With more than 15 years of client support experience, she plays a key role in business processing, servicing, and advisor support. She also serves as assistant to *Kyle Zimmerman.
A Cedar Rapids native, Kelsey now lives in Solon, Iowa, with her two children, Alexis and Jude. She is actively involved in several construction trade organizations and currently serves as co-chair of the Convention Committee for the Iowa Limestone Producers Association.
Outside of work, Kelsey enjoys attending live music events, hiking and kayaking at the state park near her home, traveling to visit friends, and cooking for family and friends.
*Registered Representative with Cetera Wealth Services, LLC, member FINRA/SIPC.