Kelsey has been with our company since September 2016.  She was born and raised in Ohio, where she received her Associates Degree from Zane State College in Health Science.  Kelsey moved to Indiana in 2014, and has loved being part of the Hoosier community ever since.

Kelsey enjoys working with people and providing exceptional customer service, whether to clients or other team members.  Before joining the CBG team, she worked at a large retail company for 5 years where she worked her way up to part of the store management team.

As a Financial Planning Assistant, Kelsey works alongside Jim Clark to assist and support him and his clients, along with other company clients in any way that she can. She is also CBG’s Information Technology support team member when the need arises for issues large or small.

In her free time, Kelsey loves spending time with her family and friends.  She especially likes being outside with her dog, they go for walks and hikes regularly.  In her free time, Kelsey enjoys reading, exercising, and traveling when she gets the chance to.