Current Role and Professional Background:
As an Associate Advisor, Chelsea oversees the day-to-day relationship with her clients, addressing their financial advisory needs, participating in client meetings, and servicing their accounts. 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.
Bachelor of Business Administration in Finance and Marketing, University of Houston, 2014
CERTIFIED FINANCIAL PLANNERTM Professional
Affiliations, Current and Past:
Member, Financial Planning Association (2019 – Present)