Chelsea is a Financial Advisor with 3 years of experience currently serving the Madison markets. Chelsea uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team, Chelsea received her Bachelor of Business Administration in Finance, Investment and Banking from the University of Wisconsin - Madison. She is a CERTIFIED FINANCIAL PLANNERâ¢ and holds securities licenses 7 and 66, held through LPL Financial along with her life, health and
annuity insurance licenses.
Chelsea currently serves on the Board of the Rotary Club of Madison After Hours as a Past President and enjoys leading her club in philanthropic projects to fight hunger, provide vaccinations for diseases, and strengthen community engagement of young professionals. She also enjoys traveling, playing volleyball, and biking the trails around Madison.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who
successfully complete CFP Board’s initial and ongoing certification requirements.