Chelsea has spent her entire career in personal finance. She graduated from Valparaiso University with a focus in Finance and Spanish and then transitioned directly into her role as a Registered Representative at AXA Advisors LLC in Pennsylvania. In pursuit of being closer to family, she and her husband relocated back to Columbia City, IN in 2017 where she began her career at New York Life. There she helped clients with their retirement plan, college savings, investment management, and cash flow planning. In 2023 she transitioned to an independent practice, Inheritance Financial Solutions, where she specializes in building custom financial plans for her clientele.
She believes that education is a cornerstone of success, and with that she devoted her time to achieve the Chartered Life Underwriter® designation at the American College of Financial Services. There she is actively enrolled in courses to achieve her next designation. She also enjoys reading books on personal growth, business, and behavioral psychology in her spare time.
Chelsea and her husband Kyle love raising their family in downtown Columbia City where their home is walking distance to the local farmers market, First Fridays, and coffee and ice cream shops. In addition to spending time with her family, Chelsea enjoys gardening and visiting her favorite dance studios across Northeast Indiana.
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