Chelsy is passionate about the opportunity to help individuals prepare for retirement while serving as a resource for their financial future.

She enjoys supporting those navigating important decisions related to their long-term goals, with a focus on education and thoughtful guidance.

With more than 10 years of experience in the school system, including 8 years as a teacher, Chelsy’s background in education continues to shape her approach. 

Her passion for teaching carries into her work today, where she aims to help individuals feel informed, supported, and more comfortable as they explore their options.

As a Central Florida native, Chelsy values the opportunity to serve the community she calls home. Outside of the office, she enjoys spending time with family and friends, being outdoors, and making memories with her Miniature Pinscher, Bailey.