Chelsea A. BaileyJunior Planner/Analyst

Current Role and Professional Background:

As Junior Planner/Analyst, Chelsea’s responsibilities include preparation of client presentations and assisting the Client Service Managers in addressing client financial advisory needs, equity research, proforma investment plan preparation, and portfolio rebalancing. Prior to joining Goodman Financial in 2014, Chelsea interned with Advisors Ahead where she observed and contributed to the daily business of an established financial advisor in Houston.

Education:

Bachelor of Business Administration in Finance and Marketing, University of Houston, 2014