Recommendations

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Tanya Kensley

5/27/2026
10

"Chelsea is an amazing human! She's not only good at her career as a financial advisor but she's kind, smart, professional and affective! She has a gift for teaching people about money whether they are just out of college or about to retire. She is my go to referral partner when my clients need a financial advisor/planner!"

Gina Wallace

5/16/2026
10

"Chelsea is very personable and knowledgeable. I trust her with my financial needs, as she gives a fresh perspective to financial health!"

Tanya Kensley

5/27/2026
10

"Chelsea is an amazing human! She's not only good at her career as a financial advisor but she's kind, smart, professional and affective! She has a gift for teaching people about money whether they are just out of college or about to retire. She is my go to referral partner when my clients need a financial advisor/planner!"

Gina Wallace

5/16/2026
10

"Chelsea is very personable and knowledgeable. I trust her with my financial needs, as she gives a fresh perspective to financial health!"