From Chelsey’s wide scope of financial planning experience, she works closely with families and businesses to understand their needs and deliver smart solutions.
At a young age, Chelsey started in the financial industry shortly after graduating from Texas A&M U-Corpus Christi in 2008. After working for several years as a Financial Advisor, she decided to specialize in Insurance, which is why she chose to join our team at Coastal Community Private Wealth Group.
Chelsey has witnessed how the right Insurance can make a difference in someone’s life and enjoys educating clients about the best protection for them. She takes pride in developing relationships and helping her clients.
Some hobbies Chelsey enjoys are competitive golfing, hiking, fishing and travel. She also enjoys community involvement and giving back to causes that are important to her. Chelsey is originally from Kelowna, but happily resides in Victoria with her husband where they have deep rooted family ties.