Chelsea serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning, corporate benefits, and executive compensation strategies.
Chelsea brings to her clients almost 10 years of experience in the financial services industry. Prior to joining Creative Planning, she served as a wealth manager and financial planner for an independent investment advisory firm.
Chelsea earned a Bachelor of Business Administration degree in Finance and International Business from the University of Georgia where she graduated with honors. Chelsea is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Chelsea lives in Atlanta’s Old Fourth Ward neighborhood with her husband, George, and cat, Bowie. In her spare time, Chelsea enjoys hiking, tending to her plant collection, and traveling to new countries. During football season, you can find her and her husband cheering on the Dawgs in Athens.