Kelsey is our President and Financial Advisor at BDA Financial, where she oversees client accounts, marketing and office operations. She started in the financial services industry after a career as an elementary and middle school teacher and currently holds her Chartered Retirement Planning Counselor designation, CRPC® .With this she is able to assist on clients’ financial plans, analyze settlement proposals, and evaluating different types of retirement plans. She is always striving to learn more about the industry.
Kelsey was drawn to the financial services industry after working in high-risk schools for five years. She saw how her father, Bob, was able to help clients and she enjoys using her teaching skills in a different environment. She enjoys holding seminars and introducing new ideas and technology to the firm. She has an extremely high attention to detail, which translates to great organization for the firm’s clients. Clients appreciate that she is friendly, attentive, and gets their request done as quickly as possible!
Kelsey and her family lived in North Carolina before moving to Northern Virginia. Outside of the office, she enjoys spending time with her husband and her two children. She also enjoys running and crafting.