Kelsey Van Wagoner

Kelsey Van WagonerIntern
Kelsey Van Wagoner assists the firm’s senior advisors with financial planning and investment management tasks. Additionally, she helps clients with requests, such as asset transfers and account updates, and she performs research and works on special projects.

Kelsey attends Utah Valley University and is pursuing a bachelor’s degree in Personal Financial Planning. Kelsey volunteers at the Money Management Resource Center, an on-campus program at UVU where she educates fellow students in an effort to help them meet their financial goals. In her free time, Kelsey enjoys spending time with her husband, hiking, exploring San Francisco, and trying new foods.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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