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Board of Directors Bio

Kelsey Curtis

Kelsey is passionate about education and dedicated to assisting clients in achieving their financial aspirations, Kelsey holds a master's degree in Educational Leadership, complemented by an undergraduate education degree.

 

With over 8 years of experience in the financial industry, she established her own financial planning and wealth management firm to offer a distinctive perspective to clients on their financial journey.

Residing in Issaquah,

 

Kelsey finds joy in exploring the great outdoors, indulging in activities like hiking and swimming in the Pacific Northwest. Beyond her financial prowess, Kelsey is an ardent soccer enthusiast, often found on the field coaching, playing, or immersed in the game as a spectator every weekend.

 

She is also passionate about helping women grow their businesses and supporting them through that growth process. She leads several groups that help educate women through classes about financial planning and investing. 

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