Kelsey Rising
Associate Financial Advisor
Kelsey joined the team in April 2021. Her expertise in strategic planning, budgeting, and performance tracking from over ten years in the oil industry translate well to the detailed analysis we apply to our clients’ unique financial plans. She is working towards earning her CFP® designation and enjoys working with clients to prioritize goals and build dynamic plans that adapt to meet our clients’ needs across the stages of life. Kelsey has a passion for travel and particularly enjoys empowering clients to capitalize on their hard work.
Kelsey is a board member for the YWCA Alaska and enjoys all that Alaska has to offer. In her off time, you can find Kelsey spending time with her family, fishing, at a hockey game, or reading a mystery novel.
University of Nevada, Reno – B.S. Business Administration
Series 65 License
Did you know that one in five people changed careers during the COVID-19 pandemic?* I am one of them. I have a Bachelor of Science in Business Administration with an emphasis in Supply Chain Management. I spent the past 10 years of my career working for BP, analyzing supply markets and material costs, negotiating contracts, […]
